Portfolio Management Services (PMS)Compare Schemes
ORO-Alpha Value vs Tulsian - PMS
Add SchemeGrowth of ₹1 Crore
ORO-Alpha Value
Tulsian - PMS
Return for the risk
3 yrs return
15%
20%
25%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
0.44%
2.21%
6 Months
5.47%
21.04%
1 Year
6.35%
21.34%
3 Years
—
19.08%
5 Years
—
23.67%
Since Inception
6.04%
—
Fund Age
3 yrs 8 mo
6 yrs 4 mo
AUM
₹1.28 Cr
₹364.08 Cr
Alpha – 1 Year
3.37%
21.69%
Alpha – 3 Years
—
10.08%
Information Ratio – 3 Years
—
0.52
Volatility – 1 Year
17.26%
32.28%
Volatility – 3 Years
15.80%
28.08%
Beta – 1 Year
0.95
1.47
Beta – 3 Years
—
1.60
Sharpe Ratio – 1 Year
0.12
0.58
Sharpe Ratio – 3 Years
0.10
0.57
Worst Rolling Year
—
15.61%
Value at Worst Rolling Year
—
₹1.16 Cr
Deepest Drawdown
−17.83%
−31.98%
Recovery Period
Not yet recovered
457 days
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
28.21%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 42% · M 17% · S 27%
L 90% · M 10%
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%
Suzlon Energy Ltd · 10.00%
Hindustan Aeronautics Ltd · 10.00%
Tata Motors Passenger Vehicles Ltd · 10.00%
Mazagon Dock Shipbuilders Ltd · 10.00%
Vodafone Idea Ltd · 10.00%
Top Sectors
Financial Services · 16.94%
Capital Goods · 13.40%
Healthcare · 11.01%
—
Fixed Fee
2.50% / yr
7.50% / yr
Performance Fee / Plan
Fixed Plan
13% of profit, above 0%
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
3% / 2% / 1%