Portfolio Management Services (PMS)Compare Schemes
Oro-alpha compounders vs Shree dynamic plan
Add SchemeGrowth of ₹1 Crore
Oro-alpha compounders
Shree dynamic plan
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%
1.81%
6 Months
−0.13%
1.04%
1 Year
−2.80%
0.26%
3 Years
13.20%
5.24%
5 Years
—
—
Since Inception
13.51%
8.72%
Fund Age
3 yrs 8 mo
3 yrs 3 mo
AUM
₹30.6 Cr
₹10.49 Cr
Alpha – 1 Year
−5.78%
−5.71%
Alpha – 3 Years
1.30%
−5.66%
Information Ratio – 3 Years
0.16
-0.42
Volatility – 1 Year
16.62%
12.03%
Volatility – 3 Years
16.99%
9.92%
Beta – 1 Year
0.93
1.11
Beta – 3 Years
1.05
1.06
Sharpe Ratio – 1 Year
-0.42
-0.37
Sharpe Ratio – 3 Years
0.50
0.02
Worst Rolling Year
13.00%
4.93%
Value at Worst Rolling Year
₹1.13 Cr
₹1.05 Cr
Deepest Drawdown
−20.23%
−12.18%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
17.04%
6.41%
5-Year Rolling Windows Positive
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—
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%
—
Top Sectors
Financial Services · 17.33%
Capital Goods · 15.46%
Information Technology · 9.89%
—
Fixed Fee
1.00% / yr
1.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%