Portfolio Management Services (PMS)Compare Schemes
ORO-Alpha Value vs Wright Factor Fund
Add SchemeGrowth of ₹1 Crore
ORO-Alpha Value
Wright Factor Fund
Return for the risk
1 yr return
-5%
0%
5%
10%
15%
20%
Nifty 500 · 3%
10%
20%
30%
Volatility • 1 yr deviation
1 Month
0.44%
10.96%
6 Months
5.47%
14.84%
1 Year
6.35%
16.93%
3 Years
—
—
5 Years
—
—
Since Inception
6.04%
20.33%
Fund Age
3 yrs 8 mo
3 yrs
AUM
₹1.28 Cr
₹214.05 Cr
Alpha – 1 Year
3.37%
12.21%
Alpha – 3 Years
—
—
Information Ratio – 3 Years
—
0.51
Volatility – 1 Year
17.26%
22.29%
Volatility – 3 Years
15.80%
21.03%
Beta – 1 Year
0.95
0.97
Beta – 3 Years
—
0.97
Sharpe Ratio – 1 Year
0.12
0.57
Sharpe Ratio – 3 Years
0.10
0.72
Worst Rolling Year
—
18.92%
Value at Worst Rolling Year
—
₹1.19 Cr
Deepest Drawdown
−17.83%
−27.91%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
19.26%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 42% · M 17% · S 27%
L 12% · M 21% · S 55%
Number of Stocks
24
25
Portfolio P/E
39.38
38.40
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%
Indian Railway Finance Corporation Ltd · 5.89%
The Bombay Burmah Trading Corporation Ltd · 5.64%
Safari Industries (India) Ltd · 5.63%
Maharashtra Scooters Ltd · 5.05%
Power Finance Corporation Ltd · 4.88%
Top Sectors
Financial Services · 16.94%
Capital Goods · 13.40%
Healthcare · 11.01%
—
Fixed Fee
2.50% / yr
1.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%