Portfolio Management Services (PMS)Compare Schemes
ORO-Alpha Value vs Profusion Multi Strategy PMS
Add SchemeGrowth of ₹1 Crore
ORO-Alpha Value
Profusion Multi Strategy PMS
Return for the risk
1 yr return
-15%
-10%
-5%
0%
5%
10%
Nifty 500 · 3%
0%
10%
20%
30%
Volatility • 1 yr deviation
1 Month
0.44%
0.32%
6 Months
5.47%
4.47%
1 Year
6.35%
−9.70%
3 Years
—
—
5 Years
—
—
Since Inception
6.04%
13.40%
Fund Age
3 yrs 8 mo
2 yrs 8 mo
AUM
₹1.28 Cr
₹11.72 Cr
Alpha – 1 Year
3.37%
−4.20%
Alpha – 3 Years
—
—
Information Ratio – 3 Years
—
—
Volatility – 1 Year
17.26%
9.16%
Volatility – 3 Years
15.80%
—
Beta – 1 Year
0.95
0.51
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
0.12
-1.67
Sharpe Ratio – 3 Years
0.10
—
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
−17.83%
−14.15%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
—
Median Rolling Year
—
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 42% · M 17% · S 27%
L 17% · M 21% · S 9%
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%
Grasim Industries Ltd · 5.70%
Karnataka Bank Ltd · 4.60%
Mahindra & Mahindra Ltd · 4.50%
Piramal Enterprises Limited · 3.80%
Karur Vysya Bank Ltd · 3.80%
Top Sectors
Financial Services · 16.94%
Capital Goods · 13.40%
Healthcare · 11.01%
Financial Services · 14.50%
Construction Materials · 7.40%
Automobile and Auto Components · 4.50%
Fixed Fee
2.50% / yr
1.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%