Portfolio Management Services (PMS)Compare Schemes
ORO-Alpha Value vs Pace - Flexi
Add SchemeGrowth of ₹1 Crore
ORO-Alpha Value
Pace - Flexi
Return for the risk
3 yrs return
10%
15%
20%
0%
10%
20%
Volatility • 3 yrs deviation
1 Month
0.44%
0.57%
6 Months
5.47%
3.80%
1 Year
6.35%
20.95%
3 Years
—
16.43%
5 Years
—
15.76%
Since Inception
6.04%
14.79%
Fund Age
3 yrs 8 mo
5 yrs 8 mo
AUM
₹1.28 Cr
₹116.87 Cr
Alpha – 1 Year
3.37%
13.41%
Alpha – 3 Years
—
5.18%
Information Ratio – 3 Years
—
0.32
Volatility – 1 Year
17.26%
9.08%
Volatility – 3 Years
15.80%
12.28%
Beta – 1 Year
0.95
0.54
Beta – 3 Years
—
0.90
Sharpe Ratio – 1 Year
0.12
1.56
Sharpe Ratio – 3 Years
0.10
0.88
Worst Rolling Year
—
10.68%
Value at Worst Rolling Year
—
₹1.11 Cr
Deepest Drawdown
−17.83%
−18.39%
Recovery Period
Not yet recovered
200 days
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
16.68%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 42% · M 17% · S 27%
—
Number of Stocks
24
—
Portfolio P/E
39.38
—
Top 5 Holdings
Mahindra & Mahindra Ltd · 6.79%
Nippon India ETF Gold BeES · 6.33%
Kotak Mahindra Bank Ltd · 5.84%
HCL Technologies Ltd · 5.43%
HDFC Bank Ltd · 4.99%
—
Top Sectors
Financial Services · 16.94%
Capital Goods · 13.40%
Healthcare · 11.01%
—
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
2% / 0% / 0%