Portfolio Management Services (PMS)Compare Schemes
Oro-alpha compounders vs Scient - Aries
Add SchemeGrowth of ₹1 Crore
Oro-alpha compounders
Scient - Aries
Return for the risk
3 yrs return
-5%
0%
5%
10%
15%
20%
Nifty 500 · 11.9%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
2.98%
−0.96%
6 Months
−0.13%
−5.85%
1 Year
−2.80%
1.08%
3 Years
13.20%
1.92%
5 Years
—
1.54%
Since Inception
13.51%
4.73%
Fund Age
3 yrs 8 mo
9 yrs 11 mo
AUM
₹30.6 Cr
₹4.85 Cr
Alpha – 1 Year
−5.78%
−8.50%
Alpha – 3 Years
1.30%
−7.97%
Information Ratio – 3 Years
0.16
—
Volatility – 1 Year
16.62%
9.90%
Volatility – 3 Years
16.99%
26.17%
Beta – 1 Year
0.93
—
Beta – 3 Years
1.05
—
Sharpe Ratio – 1 Year
-0.42
-0.53
Sharpe Ratio – 3 Years
0.50
0.01
Worst Rolling Year
13.00%
2.80%
Value at Worst Rolling Year
₹1.13 Cr
₹1.03 Cr
Deepest Drawdown
−20.23%
−28.72%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
17.04%
12.18%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 44% · M 26% · S 17%
—
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%
Spandana Sphoorty Financial Ltd · 15.66%
Performance Chemiserve Ltd. SU DB REDEEM 06/06/2026 INR 100000 · 14.88%
Lendingkart Finance Ltd 11.95% DB REDEEM 30/10/2026 INR 100000 · 12.26%
Adani Airport Holdings Ltd. 10% DB REDEEM 14/03/2029 INR 100000 · 11.75%
Muthoot Fincorp Ltd. 10.05% DB REDEEM 31/12/2029 INR 100000 · 11.44%
Top Sectors
Financial Services · 17.33%
Capital Goods · 15.46%
Information Technology · 9.89%
—
Fixed Fee
1.00% / yr
1.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
1% / 0% / 0%