Portfolio Management Services (PMS)Compare Schemes
Oro-alpha compounders vs Prithvi Balanced Portfolio
Add SchemeGrowth of ₹1 Crore
Oro-alpha compounders
Prithvi Balanced Portfolio
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 11.9%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
2.98%
6.38%
6 Months
−0.13%
30.29%
1 Year
−2.80%
21.45%
3 Years
13.20%
18.94%
5 Years
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—
Since Inception
13.51%
23.25%
Fund Age
3 yrs 8 mo
3 yrs 1 mo
AUM
₹30.6 Cr
₹185.04 Cr
Alpha – 1 Year
−5.78%
16.73%
Alpha – 3 Years
1.30%
6.85%
Information Ratio – 3 Years
0.16
0.59
Volatility – 1 Year
16.62%
29.11%
Volatility – 3 Years
16.99%
25.42%
Beta – 1 Year
0.93
1.26
Beta – 3 Years
1.05
1.13
Sharpe Ratio – 1 Year
-0.42
0.62
Sharpe Ratio – 3 Years
0.50
0.60
Worst Rolling Year
13.00%
18.95%
Value at Worst Rolling Year
₹1.13 Cr
₹1.19 Cr
Deepest Drawdown
−20.23%
−27.74%
Recovery Period
Not yet recovered
472 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
17.04%
20.62%
5-Year Rolling Windows Positive
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Market-Cap Mix
L 44% · M 26% · S 17%
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Number of Stocks
24
40
Portfolio P/E
32.10
39.98
Top 5 Holdings
Cash & Cash Equivalent · 12.60%
HDFC Bank Ltd · 4.89%
Bharat Electronics Ltd · 4.63%
Shriram Finance Ltd · 4.62%
Oil India Ltd · 4.57%
Amara Raja Energy & Mobility Ltd · 7.91%
Sterling & Wilson Renewable Energy Ltd · 7.66%
Websol Energy System Ltd · 5.67%
Tega Industries Ltd · 5.44%
Gujarat Mineral Development Corporation Ltd · 4.76%
Top Sectors
Financial Services · 17.33%
Capital Goods · 15.46%
Information Technology · 9.89%
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Fixed Fee
1.00% / yr
0.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
3% / 2% / 1%