Portfolio Management Services (PMS)Compare Schemes
Oro-alpha compounders vs Purnartha Vision Strategy
Add SchemeGrowth of ₹1 Crore
Oro-alpha compounders
Purnartha Vision Strategy
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%
5.60%
6 Months
−0.13%
9.69%
1 Year
−2.80%
14.36%
3 Years
13.20%
13.50%
5 Years
—
8.53%
Since Inception
13.51%
11.34%
Fund Age
3 yrs 8 mo
5 yrs 5 mo
AUM
₹30.6 Cr
₹190.75 Cr
Alpha – 1 Year
−5.78%
9.64%
Alpha – 3 Years
1.30%
1.41%
Information Ratio – 3 Years
0.16
0.20
Volatility – 1 Year
16.62%
24.59%
Volatility – 3 Years
16.99%
18.73%
Beta – 1 Year
0.93
1.16
Beta – 3 Years
1.05
1.03
Sharpe Ratio – 1 Year
-0.42
0.44
Sharpe Ratio – 3 Years
0.50
0.52
Worst Rolling Year
13.00%
8.91%
Value at Worst Rolling Year
₹1.13 Cr
₹1.09 Cr
Deepest Drawdown
−20.23%
−18.32%
Recovery Period
Not yet recovered
549 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
17.04%
13.01%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 44% · M 26% · S 17%
L 16% · M 12% · S 39%
Number of Stocks
24
—
Portfolio P/E
32.10
25.84
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%
Suzlon Energy Ltd · 0.00%
Pricol Ltd · 0.00%
Bajaj Finance Ltd · 0.00%
Yatharth Hospital & Trauma Care Services Ltd · 0.00%
Finolex Cables Ltd · 0.00%
Top Sectors
Financial Services · 17.33%
Capital Goods · 15.46%
Information Technology · 9.89%
—
Fixed Fee
1.00% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
20% of profit, above 25%
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
3% / 2% / 1%