Portfolio Management Services (PMS)Compare Schemes
ORO - All Weather Portfolio vs Wright Factor Fund
Add SchemeGrowth of ₹1 Crore
ORO - All Weather Portfolio
Wright Factor Fund
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 11.9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−0.19%
10.96%
6 Months
−0.42%
14.84%
1 Year
−4.58%
16.93%
3 Years
16.32%
—
5 Years
13.17%
—
Since Inception
13.94%
20.33%
Fund Age
6 yrs 6 mo
3 yrs
AUM
₹13.16 Cr
₹214.05 Cr
Alpha – 1 Year
−7.56%
12.21%
Alpha – 3 Years
4.42%
—
Information Ratio – 3 Years
0.49
0.51
Volatility – 1 Year
16.90%
22.29%
Volatility – 3 Years
17.54%
21.03%
Beta – 1 Year
0.86
0.97
Beta – 3 Years
0.99
0.97
Sharpe Ratio – 1 Year
-0.52
0.57
Sharpe Ratio – 3 Years
0.69
0.72
Worst Rolling Year
3.91%
18.92%
Value at Worst Rolling Year
₹1.04 Cr
₹1.19 Cr
Deepest Drawdown
−19.46%
−27.91%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
21.20%
19.26%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 66% · M 23%
L 12% · M 21% · S 55%
Number of Stocks
20
25
Portfolio P/E
20.74
38.40
Top 5 Holdings
State Bank of India · 6.08%
Hindalco Industries Ltd · 6.07%
Indian Bank · 5.89%
Bank of Baroda · 5.69%
Torrent Pharmaceuticals Ltd · 5.53%
Indian Railway Finance Corporation Ltd · 5.89%
The Bombay Burmah Trading Corporation Ltd · 5.64%
Safari Industries (India) Ltd · 5.63%
Maharashtra Scooters Ltd · 5.05%
Power Finance Corporation Ltd · 4.88%
Top Sectors
Financial Services · 30.25%
Automobile and Auto Components · 14.27%
Capital Goods · 13.88%
—
Fixed Fee
1.00% / yr
1.50% / yr
Performance Fee / Plan
15% of profit, above 10%
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%