Portfolio Management Services (PMS)Compare Schemes
ORO-Alpha Value vs Phillip Capital - Signature India Portfolio
Add SchemeGrowth of ₹1 Crore
ORO-Alpha Value
Phillip Capital - Signature India Portfolio
Return for the risk
3 yrs return
5%
10%
15%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.44%
3.08%
6 Months
5.47%
14.24%
1 Year
6.35%
9.21%
3 Years
—
8.31%
5 Years
—
7.74%
Since Inception
6.04%
11.80%
Fund Age
3 yrs 8 mo
10 yrs 3 mo
AUM
₹1.28 Cr
₹251.07 Cr
Alpha – 1 Year
3.37%
4.51%
Alpha – 3 Years
—
−2.91%
Information Ratio – 3 Years
—
-0.50
Volatility – 1 Year
17.26%
21.09%
Volatility – 3 Years
15.80%
15.86%
Beta – 1 Year
0.95
1.13
Beta – 3 Years
—
0.93
Sharpe Ratio – 1 Year
0.12
0.27
Sharpe Ratio – 3 Years
0.10
0.26
Worst Rolling Year
—
-3.45%
Value at Worst Rolling Year
—
₹0.97 Cr
Deepest Drawdown
−17.83%
−19.63%
Recovery Period
Not yet recovered
469 days
1-Year Rolling Windows Positive
—
97.82%
Median Rolling Year
—
11.94%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 42% · M 17% · S 27%
L 30% · M 32% · S 34%
Number of Stocks
24
28
Portfolio P/E
39.38
55.43
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%
Divis Laboratories Ltd · 5.41%
ICICI Bank Ltd · 4.92%
Coforge Ltd · 4.49%
Syrma SGS Technology Ltd · 4.18%
HDFC Bank Ltd · 4.16%
Top Sectors
Financial Services · 16.94%
Capital Goods · 13.40%
Healthcare · 11.01%
Financial Services · 15.55%
Healthcare · 12.76%
Capital Goods · 12.30%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%