Portfolio Management Services (PMS)Compare Schemes
ORO-Alpha Value vs Xylem Maverick Strategy
Add SchemeGrowth of ₹1 Crore
ORO-Alpha Value
Xylem Maverick Strategy
Return for the risk
1 yr return
-5%
0%
5%
10%
15%
20%
25%
30%
35%
Nifty 500 · 3%
10%
20%
30%
40%
Volatility • 1 yr deviation
1 Month
0.44%
9.42%
6 Months
5.47%
52.78%
1 Year
6.35%
27.27%
3 Years
—
—
5 Years
—
—
Since Inception
6.04%
23.72%
Fund Age
3 yrs 8 mo
19 mo
AUM
₹1.28 Cr
₹71.55 Cr
Alpha – 1 Year
3.37%
22.55%
Alpha – 3 Years
—
—
Information Ratio – 3 Years
—
—
Volatility – 1 Year
17.26%
31.93%
Volatility – 3 Years
15.80%
—
Beta – 1 Year
0.95
1.29
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
0.12
0.74
Sharpe Ratio – 3 Years
0.10
—
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
−17.83%
−27.01%
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%
S 96%
Number of Stocks
24
19
Portfolio P/E
39.38
39.65
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%
Diamond Power Infrastructure Ltd · 7.96%
Shilpa Medicare Ltd · 7.08%
Nazara Technologies Ltd · 6.87%
Jyoti CNC Automation Ltd · 6.44%
Sudarshan Chemical Industries Ltd · 6.10%
Top Sectors
Financial Services · 16.94%
Capital Goods · 13.40%
Healthcare · 11.01%
Capital Goods · 25.19%
Chemicals · 14.10%
Healthcare · 12.77%
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Variable Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%