Portfolio Management Services (PMS)Compare Schemes
Oro-alpha compounders vs Right Horizons - India Business Leaders
Add SchemeGrowth of ₹1 Crore
Oro-alpha compounders
Right Horizons - India Business Leaders
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%
3.11%
6 Months
−0.13%
4.12%
1 Year
−2.80%
−0.25%
3 Years
13.20%
10.95%
5 Years
—
10.56%
Since Inception
13.51%
10.62%
Fund Age
3 yrs 8 mo
13 yrs 8 mo
AUM
₹30.6 Cr
₹41.22 Cr
Alpha – 1 Year
−5.78%
0.18%
Alpha – 3 Years
1.30%
2.39%
Information Ratio – 3 Years
0.16
0.52
Volatility – 1 Year
16.62%
20.61%
Volatility – 3 Years
16.99%
17.57%
Beta – 1 Year
0.93
1.24
Beta – 3 Years
1.05
1.19
Sharpe Ratio – 1 Year
-0.42
-0.18
Sharpe Ratio – 3 Years
0.50
0.46
Worst Rolling Year
13.00%
-10.52%
Value at Worst Rolling Year
₹1.13 Cr
₹0.89 Cr
Deepest Drawdown
−20.23%
−22.41%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
93.48%
Median Rolling Year
17.04%
12.26%
5-Year Rolling Windows Positive
—
99.05%
Market-Cap Mix
L 44% · M 26% · S 17%
L 70% · M 29%
Number of Stocks
24
25
Portfolio P/E
32.10
36.71
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%
Polycab India Ltd · 8.19%
Interglobe Aviation Ltd · 6.79%
ICICI Bank Ltd · 6.23%
Mahindra & Mahindra Ltd · 5.93%
Coforge Ltd · 5.37%
Top Sectors
Financial Services · 17.33%
Capital Goods · 15.46%
Information Technology · 9.89%
Financial Services · 25.55%
Capital Goods · 16.03%
Services · 9.28%
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% / 0%