Portfolio Management Services (PMS)Compare Schemes
ORO-Alpha Value vs ValueQuest - Platinum
Add SchemeGrowth of ₹1 Crore
ORO-Alpha Value
ValueQuest - Platinum
Return for the risk
3 yrs return
10%
15%
20%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.44%
2.62%
6 Months
5.47%
20.31%
1 Year
6.35%
5.50%
3 Years
—
14.22%
5 Years
—
16.13%
Since Inception
6.04%
18.70%
Fund Age
3 yrs 8 mo
9 yrs 8 mo
AUM
₹1.28 Cr
₹3,491.64 Cr
Alpha – 1 Year
3.37%
2.52%
Alpha – 3 Years
—
2.33%
Information Ratio – 3 Years
—
0.19
Volatility – 1 Year
17.26%
25.24%
Volatility – 3 Years
15.80%
21.26%
Beta – 1 Year
0.95
1.29
Beta – 3 Years
—
1.17
Sharpe Ratio – 1 Year
0.12
0.11
Sharpe Ratio – 3 Years
0.10
0.48
Worst Rolling Year
—
-9.34%
Value at Worst Rolling Year
—
₹0.91 Cr
Deepest Drawdown
−17.83%
−6.25%
Recovery Period
Not yet recovered
13 days
1-Year Rolling Windows Positive
—
93.29%
Median Rolling Year
—
15.30%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 42% · M 17% · S 27%
L 23% · M 15% · S 57%
Number of Stocks
24
30
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%
Inventurus Knowledge Solutions Ltd
Cholamandalam Investment & Finance Company Ltd
Concord Biotech Ltd
Tenneco Clean Air India Ltd
Hindustan Aeronautics Ltd
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%
1% / 1% / 1%