Portfolio Management Services (PMS)Compare Schemes
ORO-Alpha Value vs Piper Serica Advisors - Leader Portfolio
Add SchemeGrowth of ₹1 Crore
ORO-Alpha Value
Piper Serica Advisors - Leader Portfolio
Return for the risk
3 yrs return
10%
15%
20%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.44%
3.10%
6 Months
5.47%
24.70%
1 Year
6.35%
21.80%
3 Years
—
16.46%
5 Years
—
12.29%
Since Inception
6.04%
17.31%
Fund Age
3 yrs 8 mo
7 yrs 2 mo
AUM
₹1.28 Cr
₹328.39 Cr
Alpha – 1 Year
3.37%
22.15%
Alpha – 3 Years
—
7.46%
Information Ratio – 3 Years
—
1.55
Volatility – 1 Year
17.26%
22.56%
Volatility – 3 Years
15.80%
18.01%
Beta – 1 Year
0.95
1.10
Beta – 3 Years
—
0.98
Sharpe Ratio – 1 Year
0.12
0.85
Sharpe Ratio – 3 Years
0.10
1.07
Worst Rolling Year
—
7.49%
Value at Worst Rolling Year
—
₹1.07 Cr
Deepest Drawdown
−17.83%
−21.44%
Recovery Period
Not yet recovered
123 days
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
17.12%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 42% · M 17% · S 27%
—
Number of Stocks
24
16
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%
Cartrade Tech Ltd · 9.52%
Syrma SGS Technology Ltd · 8.27%
Fusion Finance Ltd · 8.07%
Senores Pharmaceuticals Ltd · 7.85%
Cash & Cash Equivalent · 6.18%
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% / 1% / 1%