Portfolio Management Services (PMS)Compare Schemes
ORO-Alpha Value vs Right Horizons - Supervalue Aggressive
Add SchemeGrowth of ₹1 Crore
ORO-Alpha Value
Right Horizons - Supervalue Aggressive
Return for the risk
3 yrs return
10%
15%
20%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.44%
2.93%
6 Months
5.47%
19.55%
1 Year
6.35%
11.69%
3 Years
—
15.46%
5 Years
—
—
Since Inception
6.04%
23.05%
Fund Age
3 yrs 8 mo
3 yrs 4 mo
AUM
₹1.28 Cr
₹95.08 Cr
Alpha – 1 Year
3.37%
8.71%
Alpha – 3 Years
—
3.58%
Information Ratio – 3 Years
—
0.52
Volatility – 1 Year
17.26%
27.25%
Volatility – 3 Years
15.80%
23.29%
Beta – 1 Year
0.95
1.44
Beta – 3 Years
—
1.22
Sharpe Ratio – 1 Year
0.12
0.33
Sharpe Ratio – 3 Years
0.10
0.66
Worst Rolling Year
—
15.47%
Value at Worst Rolling Year
—
₹1.15 Cr
Deepest Drawdown
−17.83%
−32.01%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
17.67%
5-Year Rolling Windows Positive
—
—
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%
Sky Gold & Diamonds Ltd · 9.78%
Nuvama Wealth Management Ltd · 7.04%
KEI Industries Ltd · 5.98%
Yatharth Hospital & Trauma Care Services Ltd · 5.73%
V2 Retail Ltd · 5.11%
Top Sectors
Financial Services · 16.94%
Capital Goods · 13.40%
Healthcare · 11.01%
—
Fixed Fee
2.50% / yr
1.00% / yr
Performance Fee / Plan
Fixed Plan
20% of profit, above 8%
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
3% / 2% / 1%