Portfolio Management Services (PMS)Compare Schemes
Oro-alpha compounders vs Tcg India Investment Opportunities Portfolio
Add SchemeGrowth of ₹1 Crore
Oro-alpha compounders
Tcg India Investment Opportunities 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%
4.64%
6 Months
−0.13%
20.32%
1 Year
−2.80%
29.93%
3 Years
13.20%
—
5 Years
—
—
Since Inception
13.51%
15.24%
Fund Age
3 yrs 8 mo
1 yr 9 mo
AUM
₹30.6 Cr
₹3.17 Cr
Alpha – 1 Year
−5.78%
25.21%
Alpha – 3 Years
1.30%
—
Information Ratio – 3 Years
0.16
—
Volatility – 1 Year
16.62%
24.54%
Volatility – 3 Years
16.99%
—
Beta – 1 Year
0.93
1.19
Beta – 3 Years
1.05
—
Sharpe Ratio – 1 Year
-0.42
0.97
Sharpe Ratio – 3 Years
0.50
—
Worst Rolling Year
13.00%
—
Value at Worst Rolling Year
₹1.13 Cr
—
Deepest Drawdown
−20.23%
−12.48%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
17.04%
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 44% · M 26% · S 17%
L 28% · M 19% · S 50%
Number of Stocks
24
36
Portfolio P/E
32.10
71.00
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%
Welspun Corp Ltd · 4.98%
GE Vernova T&D India Ltd · 4.59%
Reliance Industries Ltd · 4.58%
Larsen & Toubro Ltd · 4.42%
Hitachi Energy India Ltd · 4.36%
Top Sectors
Financial Services · 17.33%
Capital Goods · 15.46%
Information Technology · 9.89%
Capital Goods · 56.15%
Telecommunication · 5.56%
Metals & Mining · 5.54%
Fixed Fee
1.00% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
1% / – / –