Portfolio Management Services (PMS)Compare Schemes
ORO-Alpha Value vs Shriram LEAPS
Add SchemeGrowth of ₹1 Crore
ORO-Alpha Value
Shriram LEAPS
Return for the risk
1 yr return
-5%
0%
5%
10%
15%
20%
Nifty 500 · 3%
10%
20%
30%
Volatility • 1 yr deviation
1 Month
0.44%
4.25%
6 Months
5.47%
−2.25%
1 Year
6.35%
13.70%
3 Years
—
—
5 Years
—
—
Since Inception
6.04%
13.96%
Fund Age
3 yrs 8 mo
18 mo
AUM
₹1.28 Cr
₹0.37 Cr
Alpha – 1 Year
3.37%
14.05%
Alpha – 3 Years
—
—
Information Ratio – 3 Years
—
—
Volatility – 1 Year
17.26%
17.89%
Volatility – 3 Years
15.80%
—
Beta – 1 Year
0.95
0.96
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
0.12
0.51
Sharpe Ratio – 3 Years
0.10
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Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
−17.83%
−15.73%
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%
—
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%
Nippon India Silver ETF · 23.02%
Nippon India ETF Gold BeES · 16.92%
State Bank of India · 8.52%
CSB Bank Ltd · 7.11%
HDFC Bank Ltd · 5.12%
Top Sectors
Financial Services · 16.94%
Capital Goods · 13.40%
Healthcare · 11.01%
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Fixed Fee
2.50% / yr
—
Performance Fee / Plan
Fixed Plan
—
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
—