Portfolio Management Services (PMS)Compare Schemes
Oro-alpha compounders vs Tamohara - TIOS
Add SchemeGrowth of ₹1 Crore
Oro-alpha compounders
Tamohara - TIOS
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
Nifty 500 · 11.9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.98%
3.29%
6 Months
−0.13%
14.68%
1 Year
−2.80%
11.65%
3 Years
13.20%
7.09%
5 Years
—
8.41%
Since Inception
13.51%
10.45%
Fund Age
3 yrs 8 mo
10 yrs 5 mo
AUM
₹30.6 Cr
₹24.48 Cr
Alpha – 1 Year
−5.78%
12.00%
Alpha – 3 Years
1.30%
−1.90%
Information Ratio – 3 Years
0.16
-0.12
Volatility – 1 Year
16.62%
20.48%
Volatility – 3 Years
16.99%
16.32%
Beta – 1 Year
0.93
1.11
Beta – 3 Years
1.05
1.00
Sharpe Ratio – 1 Year
-0.42
0.36
Sharpe Ratio – 3 Years
0.50
0.15
Worst Rolling Year
13.00%
-5.06%
Value at Worst Rolling Year
₹1.13 Cr
₹0.95 Cr
Deepest Drawdown
−20.23%
−24.00%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
92.00%
Median Rolling Year
17.04%
9.94%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 44% · M 26% · S 17%
L 41% · M 5% · S 35%
Number of Stocks
24
31
Portfolio P/E
32.10
28.34
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%
Other Funds · 14.39%
Bharti Airtel Ltd · 6.81%
HDFC Bank Ltd · 6.63%
Reliance Industries Ltd · 5.02%
Shivalik Bimetal Controls Ltd · 4.45%
Top Sectors
Financial Services · 17.33%
Capital Goods · 15.46%
Information Technology · 9.89%
Financial Services · 23.90%
Capital Goods · 12.70%
Fast Moving Consumer Goods · 8.38%
Fixed Fee
1.00% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
1% / – / –