Portfolio Management Services (PMS)Compare Schemes
ORO-Alpha Value vs Pace - Secure
Add SchemeGrowth of ₹1 Crore
ORO-Alpha Value
Pace - Secure
Return for the risk
3 yrs return
5%
10%
15%
0%
10%
Volatility • 3 yrs deviation
1 Month
0.44%
−0.11%
6 Months
5.47%
2.89%
1 Year
6.35%
7.86%
3 Years
—
10.62%
5 Years
—
10.19%
Since Inception
6.04%
9.46%
Fund Age
3 yrs 8 mo
5 yrs 7 mo
AUM
₹1.28 Cr
₹158.06 Cr
Alpha – 1 Year
3.37%
−1.70%
Alpha – 3 Years
—
0.86%
Information Ratio – 3 Years
—
0.37
Volatility – 1 Year
17.26%
1.80%
Volatility – 3 Years
15.80%
3.43%
Beta – 1 Year
0.95
0.81
Beta – 3 Years
—
0.63
Sharpe Ratio – 1 Year
0.12
1.30
Sharpe Ratio – 3 Years
0.10
1.53
Worst Rolling Year
—
8.14%
Value at Worst Rolling Year
—
₹1.08 Cr
Deepest Drawdown
−17.83%
—
Recovery Period
Not yet recovered
—
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
11.61%
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%