Portfolio Management Services (PMS)Compare Schemes
Oro-alpha compounders vs Right Horizons - Alphabots India Largecap 50
Add SchemeGrowth of ₹1 Crore
Oro-alpha compounders
Right Horizons - Alphabots India Largecap 50
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
Nifty 500 · 11.9%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.98%
4.41%
6 Months
−0.13%
0.07%
1 Year
−2.80%
4.08%
3 Years
13.20%
6.47%
5 Years
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Since Inception
13.51%
11.08%
Fund Age
3 yrs 8 mo
6 yrs 6 mo
AUM
₹30.6 Cr
₹1.91 Cr
Alpha – 1 Year
−5.78%
4.51%
Alpha – 3 Years
1.30%
−2.09%
Information Ratio – 3 Years
0.16
-0.44
Volatility – 1 Year
16.62%
16.64%
Volatility – 3 Years
16.99%
14.35%
Beta – 1 Year
0.93
0.98
Beta – 3 Years
1.05
1.00
Sharpe Ratio – 1 Year
-0.42
-0.01
Sharpe Ratio – 3 Years
0.50
0.13
Worst Rolling Year
13.00%
5.64%
Value at Worst Rolling Year
₹1.13 Cr
₹1.06 Cr
Deepest Drawdown
−20.23%
−18.42%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
17.04%
7.94%
5-Year Rolling Windows Positive
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Market-Cap Mix
L 44% · M 26% · S 17%
L 90% · M 7%
Number of Stocks
24
50
Portfolio P/E
32.10
26.76
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%
Cash & Cash Equivalent · 3.22%
Hero MotoCorp Ltd · 2.92%
Hindalco Industries Ltd · 2.91%
Tata Steel Ltd · 2.82%
Eicher Motors Ltd · 2.74%
Top Sectors
Financial Services · 17.33%
Capital Goods · 15.46%
Information Technology · 9.89%
Financial Services · 21.29%
Automobile and Auto Components · 12.46%
Metals & Mining · 9.87%
Fixed Fee
1.00% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
2% / 1% / –