Portfolio Management Services (PMS)Compare Schemes
Oro-alpha compounders vs SBI MF - ESG Portfolio
Add SchemeGrowth of ₹1 Crore
Oro-alpha compounders
SBI MF - ESG Portfolio
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%
2.26%
6 Months
−0.13%
18.40%
1 Year
−2.80%
9.21%
3 Years
13.20%
13.13%
5 Years
—
13.39%
Since Inception
13.51%
14.83%
Fund Age
3 yrs 8 mo
10 yrs
AUM
₹30.6 Cr
₹666.2 Cr
Alpha – 1 Year
−5.78%
9.64%
Alpha – 3 Years
1.30%
4.56%
Information Ratio – 3 Years
0.16
0.38
Volatility – 1 Year
16.62%
18.95%
Volatility – 3 Years
16.99%
16.01%
Beta – 1 Year
0.93
0.98
Beta – 3 Years
1.05
0.90
Sharpe Ratio – 1 Year
-0.42
0.27
Sharpe Ratio – 3 Years
0.50
0.52
Worst Rolling Year
13.00%
-3.31%
Value at Worst Rolling Year
₹1.13 Cr
₹0.97 Cr
Deepest Drawdown
−20.23%
−20.80%
Recovery Period
Not yet recovered
109 days
1-Year Rolling Windows Positive
100.00%
96.71%
Median Rolling Year
17.04%
17.72%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 44% · M 26% · S 17%
L 13% · M 17% · S 66%
Number of Stocks
24
—
Portfolio P/E
32.10
—
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%
Kernex Microsystems (India) Ltd · 7.03%
Aequs Ltd · 6.81%
Stylam Industries Ltd · 6.53%
Goodluck India Ltd · 6.26%
Kingfa Science & Technology (India) Ltd · 5.52%
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
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
1% / 0% / 0%