Portfolio Management Services (PMS)Compare Schemes
Oro-alpha compounders vs Sundaram Alternate - SELF
Add SchemeGrowth of ₹1 Crore
Oro-alpha compounders
Sundaram Alternate - SELF
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
Nifty 500 · 11.9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.98%
7.67%
6 Months
−0.13%
27.70%
1 Year
−2.80%
47.52%
3 Years
13.20%
23.98%
5 Years
—
15.87%
Since Inception
13.51%
18.55%
Fund Age
3 yrs 8 mo
16 yrs 2 mo
AUM
₹30.6 Cr
₹1,022.92 Cr
Alpha – 1 Year
−5.78%
42.80%
Alpha – 3 Years
1.30%
11.89%
Information Ratio – 3 Years
0.16
1.12
Volatility – 1 Year
16.62%
28.29%
Volatility – 3 Years
16.99%
20.76%
Beta – 1 Year
0.93
1.36
Beta – 3 Years
1.05
1.07
Sharpe Ratio – 1 Year
-0.42
1.33
Sharpe Ratio – 3 Years
0.50
0.99
Worst Rolling Year
13.00%
-4.58%
Value at Worst Rolling Year
₹1.13 Cr
₹0.95 Cr
Deepest Drawdown
−20.23%
−19.51%
Recovery Period
Not yet recovered
115 days
1-Year Rolling Windows Positive
100.00%
97.86%
Median Rolling Year
17.04%
18.35%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 44% · M 26% · S 17%
L 22% · M 32% · S 42%
Number of Stocks
24
26
Portfolio P/E
32.10
50.74
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%
TD Power Systems Ltd · 7.13%
MTAR Technologies Ltd · 6.16%
Bharat Heavy Electricals Ltd · 5.50%
Acutaas Chemicals Ltd · 5.03%
KEI Industries Ltd · 4.81%
Top Sectors
Financial Services · 17.33%
Capital Goods · 15.46%
Information Technology · 9.89%
Capital Goods · 33.61%
Financial Services · 28.27%
Healthcare · 13.73%
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%