Portfolio Management Services (PMS)Compare Schemes
ORO-Alpha Value vs Valcreate Lifesciences and Specialty Opportunities
Add SchemeGrowth of ₹1 Crore
ORO-Alpha Value
Valcreate Lifesciences and Specialty Opportunities
Return for the risk
3 yrs return
15%
20%
25%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.44%
6.35%
6 Months
5.47%
17.95%
1 Year
6.35%
21.71%
3 Years
—
19.34%
5 Years
—
—
Since Inception
6.04%
19.34%
Fund Age
3 yrs 8 mo
3 yrs 6 mo
AUM
₹1.28 Cr
₹18.73 Cr
Alpha – 1 Year
3.37%
16.99%
Alpha – 3 Years
—
7.25%
Information Ratio – 3 Years
—
0.85
Volatility – 1 Year
17.26%
22.22%
Volatility – 3 Years
15.80%
20.72%
Beta – 1 Year
0.95
0.87
Beta – 3 Years
—
0.89
Sharpe Ratio – 1 Year
0.12
0.75
Sharpe Ratio – 3 Years
0.10
0.85
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
−17.83%
—
Recovery Period
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%
Sharda Cropchem Ltd · 11.13%
Kwality Pharmaceuticals Ltd · 5.72%
Sumitomo Chemical India Ltd · 5.72%
Vinati Organics Ltd · 5.51%
Rallis India Ltd · 5.34%
Top Sectors
Financial Services · 16.94%
Capital Goods · 13.40%
Healthcare · 11.01%
—
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%