Portfolio Management Services (PMS)Compare Schemes
Oro-alpha compounders vs Prosperity - Discovery Fund
Add SchemeGrowth of ₹1 Crore
Oro-alpha compounders
Prosperity - Discovery 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
2.98%
4.17%
6 Months
−0.13%
20.15%
1 Year
−2.80%
7.22%
3 Years
13.20%
9.88%
5 Years
—
10.18%
Since Inception
13.51%
17.47%
Fund Age
3 yrs 8 mo
5 yrs 8 mo
AUM
₹30.6 Cr
₹112.12 Cr
Alpha – 1 Year
−5.78%
2.50%
Alpha – 3 Years
1.30%
−2.21%
Information Ratio – 3 Years
0.16
-0.17
Volatility – 1 Year
16.62%
30.34%
Volatility – 3 Years
16.99%
23.32%
Beta – 1 Year
0.93
1.54
Beta – 3 Years
1.05
1.29
Sharpe Ratio – 1 Year
-0.42
0.19
Sharpe Ratio – 3 Years
0.50
0.29
Worst Rolling Year
13.00%
8.52%
Value at Worst Rolling Year
₹1.13 Cr
₹1.09 Cr
Deepest Drawdown
−20.23%
−32.53%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
17.04%
18.20%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 44% · M 26% · S 17%
M 39% · S 59%
Number of Stocks
24
28
Portfolio P/E
32.10
38.78
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%
—
Top Sectors
Financial Services · 17.33%
Capital Goods · 15.46%
Information Technology · 9.89%
—
Fixed Fee
1.00% / yr
1.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
2% / 1% / 0%