Portfolio Management Services (PMS)Compare Schemes
Oro-alpha compounders vs Tulsian - PMS
Add SchemeGrowth of ₹1 Crore
Oro-alpha compounders
Tulsian - PMS
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 11.9%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
2.98%
2.21%
6 Months
−0.13%
21.04%
1 Year
−2.80%
21.34%
3 Years
13.20%
19.08%
5 Years
—
23.67%
Since Inception
13.51%
—
Fund Age
3 yrs 8 mo
6 yrs 4 mo
AUM
₹30.6 Cr
₹364.08 Cr
Alpha – 1 Year
−5.78%
21.69%
Alpha – 3 Years
1.30%
10.08%
Information Ratio – 3 Years
0.16
0.52
Volatility – 1 Year
16.62%
32.28%
Volatility – 3 Years
16.99%
28.08%
Beta – 1 Year
0.93
1.47
Beta – 3 Years
1.05
1.60
Sharpe Ratio – 1 Year
-0.42
0.58
Sharpe Ratio – 3 Years
0.50
0.57
Worst Rolling Year
13.00%
15.61%
Value at Worst Rolling Year
₹1.13 Cr
₹1.16 Cr
Deepest Drawdown
−20.23%
−31.98%
Recovery Period
Not yet recovered
457 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
17.04%
28.21%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 44% · M 26% · S 17%
L 90% · M 10%
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%
Suzlon Energy Ltd · 10.00%
Hindustan Aeronautics Ltd · 10.00%
Tata Motors Passenger Vehicles Ltd · 10.00%
Mazagon Dock Shipbuilders Ltd · 10.00%
Vodafone Idea Ltd · 10.00%
Top Sectors
Financial Services · 17.33%
Capital Goods · 15.46%
Information Technology · 9.89%
—
Fixed Fee
1.00% / yr
7.50% / yr
Performance Fee / Plan
Fixed Plan
13% of profit, above 0%
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
3% / 2% / 1%