Portfolio Management Services (PMS)Compare Schemes
Oro-alpha compounders vs TRADESWIFT BROKING-MULTI ASSET
Add SchemeGrowth of ₹1 Crore
Oro-alpha compounders
TRADESWIFT BROKING-MULTI ASSET
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%
0.77%
6 Months
−0.13%
11.30%
1 Year
−2.80%
5.88%
3 Years
13.20%
—
5 Years
—
—
Since Inception
13.51%
10.85%
Fund Age
3 yrs 8 mo
2 yrs 5 mo
AUM
₹30.6 Cr
₹45.96 Cr
Alpha – 1 Year
−5.78%
−0.98%
Alpha – 3 Years
1.30%
—
Information Ratio – 3 Years
0.16
—
Volatility – 1 Year
16.62%
21.88%
Volatility – 3 Years
16.99%
—
Beta – 1 Year
0.93
2.00
Beta – 3 Years
1.05
—
Sharpe Ratio – 1 Year
-0.42
0.12
Sharpe Ratio – 3 Years
0.50
—
Worst Rolling Year
13.00%
—
Value at Worst Rolling Year
₹1.13 Cr
—
Deepest Drawdown
−20.23%
−19.87%
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 12% · M 4% · S 66%
Number of Stocks
24
39
Portfolio P/E
32.10
23.43
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%
Cash & Cash Equivalent · 6.10%
BHARAT Bond ETF - April 2030 · 4.84%
Nippon India ETF Nifty 8-13 yr G-Sec Long Term Gilt · 4.18%
Bharti Airtel Ltd · 3.97%
IRB InvIT Fund · 3.91%
Top Sectors
Financial Services · 17.33%
Capital Goods · 15.46%
Information Technology · 9.89%
Capital Goods · 19.09%
Financial Services · 11.34%
Healthcare · 8.87%
Fixed Fee
1.00% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
2% / 1.5% / 1%