Portfolio Management Services (PMS)Compare Schemes
ORO-Alpha Value vs Samvitti-PMS Active Alpha Multicap
Add SchemeGrowth of ₹1 Crore
ORO-Alpha Value
Samvitti-PMS Active Alpha Multicap
Return for the risk
3 yrs return
15%
20%
25%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
0.44%
10.15%
6 Months
5.47%
31.39%
1 Year
6.35%
26.01%
3 Years
—
19.28%
5 Years
—
23.67%
Since Inception
6.04%
28.23%
Fund Age
3 yrs 8 mo
5 yrs 4 mo
AUM
₹1.28 Cr
₹483.07 Cr
Alpha – 1 Year
3.37%
21.29%
Alpha – 3 Years
—
7.19%
Information Ratio – 3 Years
—
0.38
Volatility – 1 Year
17.26%
27.77%
Volatility – 3 Years
15.80%
26.19%
Beta – 1 Year
0.95
1.29
Beta – 3 Years
—
1.20
Sharpe Ratio – 1 Year
0.12
0.78
Sharpe Ratio – 3 Years
0.10
0.61
Worst Rolling Year
—
19.29%
Value at Worst Rolling Year
—
₹1.19 Cr
Deepest Drawdown
−17.83%
−32.66%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
33.93%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 42% · M 17% · S 27%
L 12% · M 6% · S 81%
Number of Stocks
24
63
Portfolio P/E
39.38
62.66
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%
—
Top Sectors
Financial Services · 16.94%
Capital Goods · 13.40%
Healthcare · 11.01%
Capital Goods · 33.89%
Healthcare · 15.97%
Automobile and Auto Components · 12.76%
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%