Portfolio Management Services (PMS)Compare Schemes
ORO-Alpha Value vs Sowilo Multicap Fund
Add SchemeGrowth of ₹1 Crore
ORO-Alpha Value
Sowilo Multicap Fund
Return for the risk
3 yrs return
15%
20%
25%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.44%
3.12%
6 Months
5.47%
20.18%
1 Year
6.35%
17.30%
3 Years
—
18.32%
5 Years
—
—
Since Inception
6.04%
21.17%
Fund Age
3 yrs 8 mo
3 yrs 2 mo
AUM
₹1.28 Cr
₹171.55 Cr
Alpha – 1 Year
3.37%
12.58%
Alpha – 3 Years
—
6.23%
Information Ratio – 3 Years
—
0.82
Volatility – 1 Year
17.26%
24.39%
Volatility – 3 Years
15.80%
21.61%
Beta – 1 Year
0.95
1.30
Beta – 3 Years
—
1.25
Sharpe Ratio – 1 Year
0.12
0.55
Sharpe Ratio – 3 Years
0.10
0.70
Worst Rolling Year
—
18.30%
Value at Worst Rolling Year
—
₹1.18 Cr
Deepest Drawdown
−17.83%
−26.88%
Recovery Period
Not yet recovered
487 days
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
19.41%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 42% · M 17% · S 27%
L 4% · M 4% · S 88%
Number of Stocks
24
82
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%
IIFL Finance Ltd · 3.93%
JK Tyre & Industries Ltd · 3.53%
Landmark Cars Ltd · 3.00%
Redington Ltd · 3.00%
Biocon Ltd · 2.94%
Top Sectors
Financial Services · 16.94%
Capital Goods · 13.40%
Healthcare · 11.01%
—
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
1% / 0% / 0%