Portfolio Management Services (PMS)Compare Schemes
Oro-alpha compounders vs Right Horizons - Super Value Fund
Add SchemeGrowth of ₹1 Crore
Oro-alpha compounders
Right Horizons - Super Value 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%
3.00%
6 Months
−0.13%
20.83%
1 Year
−2.80%
12.18%
3 Years
13.20%
13.97%
5 Years
—
17.12%
Since Inception
13.51%
15.75%
Fund Age
3 yrs 8 mo
13 yrs 8 mo
AUM
₹30.6 Cr
₹205.48 Cr
Alpha – 1 Year
−5.78%
9.20%
Alpha – 3 Years
1.30%
2.09%
Information Ratio – 3 Years
0.16
0.40
Volatility – 1 Year
16.62%
27.53%
Volatility – 3 Years
16.99%
22.15%
Beta – 1 Year
0.93
1.45
Beta – 3 Years
1.05
1.20
Sharpe Ratio – 1 Year
-0.42
0.35
Sharpe Ratio – 3 Years
0.50
0.55
Worst Rolling Year
13.00%
-9.57%
Value at Worst Rolling Year
₹1.13 Cr
₹0.90 Cr
Deepest Drawdown
−20.23%
−29.31%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
93.51%
Median Rolling Year
17.04%
17.67%
5-Year Rolling Windows Positive
—
99.05%
Market-Cap Mix
L 44% · M 26% · S 17%
L 17% · M 21% · S 60%
Number of Stocks
24
30
Portfolio P/E
32.10
46.79
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%
Sky Gold & Diamonds Ltd · 9.25%
KEI Industries Ltd · 6.93%
Nuvama Wealth Management Ltd · 6.83%
Yatharth Hospital & Trauma Care Services Ltd · 5.94%
V2 Retail Ltd · 5.28%
Top Sectors
Financial Services · 17.33%
Capital Goods · 15.46%
Information Technology · 9.89%
Financial Services · 25.29%
Capital Goods · 17.07%
Consumer Durables · 16.78%
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%