Portfolio Management Services (PMS)Compare Schemes
Oro-alpha compounders vs Wealth Managers - Focused Leadership Portfolio
Add SchemeGrowth of ₹1 Crore
Oro-alpha compounders
Wealth Managers - Focused Leadership 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%
4.79%
6 Months
−0.13%
13.10%
1 Year
−2.80%
18.11%
3 Years
13.20%
14.56%
5 Years
—
8.71%
Since Inception
13.51%
13.67%
Fund Age
3 yrs 8 mo
11 yrs 2 mo
AUM
₹30.6 Cr
₹138.06 Cr
Alpha – 1 Year
−5.78%
18.46%
Alpha – 3 Years
1.30%
5.57%
Information Ratio – 3 Years
0.16
0.62
Volatility – 1 Year
16.62%
22.83%
Volatility – 3 Years
16.99%
16.72%
Beta – 1 Year
0.93
1.29
Beta – 3 Years
1.05
1.00
Sharpe Ratio – 1 Year
-0.42
0.61
Sharpe Ratio – 3 Years
0.50
0.55
Worst Rolling Year
13.00%
-8.44%
Value at Worst Rolling Year
₹1.13 Cr
₹0.92 Cr
Deepest Drawdown
−20.23%
−17.10%
Recovery Period
Not yet recovered
115 days
1-Year Rolling Windows Positive
100.00%
92.53%
Median Rolling Year
17.04%
13.06%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 44% · M 26% · S 17%
L 38% · M 14% · S 45%
Number of Stocks
24
18
Portfolio P/E
32.10
38.70
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%
Laurus Labs Ltd · 8.84%
State Bank of India · 8.57%
HDFC Bank Ltd · 7.72%
Bajaj Finance Ltd · 7.61%
Manorama Industries Ltd · 6.88%
Top Sectors
Financial Services · 17.33%
Capital Goods · 15.46%
Information Technology · 9.89%
Financial Services · 34.00%
Capital Goods · 20.95%
Fast Moving Consumer Goods · 19.35%
Fixed Fee
1.00% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
2% of profit
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%