Portfolio Management Services (PMS)Compare Schemes
ORO-Alpha Value vs Stallion Asset - Core Fund
Add SchemeGrowth of ₹1 Crore
ORO-Alpha Value
Stallion Asset - Core Fund
Return for the risk
3 yrs return
25%
30%
35%
40%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.44%
3.93%
6 Months
5.47%
25.32%
1 Year
6.35%
18.21%
3 Years
—
32.70%
5 Years
—
23.63%
Since Inception
6.04%
28.38%
Fund Age
3 yrs 8 mo
7 yrs 10 mo
AUM
₹1.28 Cr
₹8,686.39 Cr
Alpha – 1 Year
3.37%
13.49%
Alpha – 3 Years
—
20.61%
Information Ratio – 3 Years
—
1.92
Volatility – 1 Year
17.26%
22.97%
Volatility – 3 Years
15.80%
19.40%
Beta – 1 Year
0.95
1.12
Beta – 3 Years
—
0.98
Sharpe Ratio – 1 Year
0.12
0.61
Sharpe Ratio – 3 Years
0.10
1.30
Worst Rolling Year
—
17.00%
Value at Worst Rolling Year
—
₹1.17 Cr
Deepest Drawdown
−17.83%
−22.23%
Recovery Period
Not yet recovered
227 days
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
30.47%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 42% · M 17% · S 27%
L 37% · M 30% · S 25%
Number of Stocks
24
43
Portfolio P/E
39.38
62.25
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%
Eternal Ltd
HFCL Ltd
BSE Ltd
Kalyan Jewellers India Ltd
Apollo Hospitals Enterprise Ltd
Top Sectors
Financial Services · 16.94%
Capital Goods · 13.40%
Healthcare · 11.01%
Consumer Services · 21.77%
Financial Services · 13.46%
Capital Goods · 9.54%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
2% / 0% / 0%