Portfolio Management Services (PMS)Compare Schemes
ORO-Alpha Value vs Prithvi Balanced Portfolio
Add SchemeGrowth of ₹1 Crore
ORO-Alpha Value
Prithvi Balanced Portfolio
Return for the risk
3 yrs return
15%
20%
25%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
0.44%
6.38%
6 Months
5.47%
30.29%
1 Year
6.35%
21.45%
3 Years
—
18.94%
5 Years
—
—
Since Inception
6.04%
23.25%
Fund Age
3 yrs 8 mo
3 yrs 1 mo
AUM
₹1.28 Cr
₹185.04 Cr
Alpha – 1 Year
3.37%
16.73%
Alpha – 3 Years
—
6.85%
Information Ratio – 3 Years
—
0.59
Volatility – 1 Year
17.26%
29.11%
Volatility – 3 Years
15.80%
25.42%
Beta – 1 Year
0.95
1.26
Beta – 3 Years
—
1.13
Sharpe Ratio – 1 Year
0.12
0.62
Sharpe Ratio – 3 Years
0.10
0.60
Worst Rolling Year
—
18.95%
Value at Worst Rolling Year
—
₹1.19 Cr
Deepest Drawdown
−17.83%
−27.74%
Recovery Period
Not yet recovered
472 days
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
20.62%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 42% · M 17% · S 27%
—
Number of Stocks
24
40
Portfolio P/E
39.38
39.98
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%
Amara Raja Energy & Mobility Ltd · 7.91%
Sterling & Wilson Renewable Energy Ltd · 7.66%
Websol Energy System Ltd · 5.67%
Tega Industries Ltd · 5.44%
Gujarat Mineral Development Corporation Ltd · 4.76%
Top Sectors
Financial Services · 16.94%
Capital Goods · 13.40%
Healthcare · 11.01%
—
Fixed Fee
2.50% / yr
0.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
3% / 2% / 1%