Portfolio Management Services (PMS)Compare Schemes
ORO-Alpha Value vs TCG Transformative Growth Portfolio
Add SchemeGrowth of ₹1 Crore
ORO-Alpha Value
TCG Transformative Growth Portfolio
Return for the risk
1 yr return
-5%
0%
5%
10%
Nifty 500 · 3%
10%
20%
30%
40%
Volatility • 1 yr deviation
1 Month
0.44%
2.52%
6 Months
5.47%
12.02%
1 Year
6.35%
4.98%
3 Years
—
—
5 Years
—
—
Since Inception
6.04%
2.03%
Fund Age
3 yrs 8 mo
1 yr 10 mo
AUM
₹1.28 Cr
₹167.29 Cr
Alpha – 1 Year
3.37%
0.26%
Alpha – 3 Years
—
—
Information Ratio – 3 Years
—
—
Volatility – 1 Year
17.26%
26.96%
Volatility – 3 Years
15.80%
—
Beta – 1 Year
0.95
1.44
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
0.12
0.10
Sharpe Ratio – 3 Years
0.10
—
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
−17.83%
−22.46%
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%
M 5% · S 94%
Number of Stocks
24
20
Portfolio P/E
39.38
37.20
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%
Equitas Small Finance Bank Ltd · 8.70%
ZF Commercial Vehicle Control System India Ltd · 7.59%
Intellect Design Arena Ltd · 6.10%
D B Corp Ltd · 6.08%
Shivalik Bimetal Controls Ltd · 5.83%
Top Sectors
Financial Services · 16.94%
Capital Goods · 13.40%
Healthcare · 11.01%
Financial Services · 20.78%
Capital Goods · 20.46%
Automobile and Auto Components · 18.36%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
2.5% / 1.5% / 0%