PMS · Equity · Large & Mid Cap
ORO - All Weather Portfolio
Fund size₹13 Cr
Alpha (3Y)5.24%
3Y return16.32%
Fund age6 yrs 6 mo
Fund Manager
Growth of₹Cr
ORO All Weather
Returns: How it has done
| Scheme / Benchmark | YTD | 1Y | 2Y | 3Y | 5Y | Since inception |
|---|---|---|---|---|---|---|
| ORO All Weather | −0.70% | −4.58% | −2.94% | 16.32% | 13.17% | 13.94% |
| Nifty 500 | −1.07% | 2.98% | 0.42% | 11.90% | 12.35% | 15.17% |
| Excess over benchmark | 0.37% | −7.56% | −3.36% | 4.42% | 0.82% | −1.23% |
Returns up to one year are absolute; two years and above are annualised (CAGR). YTD is calendar-year-to-date. As on 31 Jul 2026.
Risk : What you take on to earn the return
Volatility
17.54%
Benchmark approx 14.82%
A standard deviation reflecting historical swings.
Sensitivity
0.99
Beta vs benchmark 1.00 · 1% less reactive
How strongly the scheme moves with the index.
Risk-reward
0.69
Sharpe
Excess return gained per unit of volatility.
Capture ratio
117 / 95
Upside / Downside Capture
Share of market gains captured versus losses absorbed.
How far below its previous high it fell
Over the trailing 3Y window the scheme fell −19.46% from its 29 Sep 2024 peak to a 28 Feb 2025 trough. It has not yet recovered.
Max drawdowns
−19.46%
Scheme Drawdown Trajectory
| Drawdown analysis | Peak | Trough | Depth | Fell over | Recovered | Recovery took |
|---|---|---|---|---|---|---|
| Scheme | 29 Sep 2024 | 28 Feb 2025 | −19.46% | 152 days | – | – |
| Benchmark | 30 Aug 2024 | 28 Feb 2025 | −18.59% | 182 days | – | – |
Scheme
Peak29 Sep 2024
Trough28 Feb 2025
Depth−19.46%
Fell over152 days
Recovered–
Recovery took–
Benchmark
Peak30 Aug 2024
Trough28 Feb 2025
Depth−18.59%
Fell over182 days
Recovered–
Recovery took–
The benchmark's peak, trough and recovery are read off its month-end curve; the scheme's row is measured on daily NAV. · Risk and drawdown use a trailing 3Y window · As on 31 Jul 2026
Portfolio Details : Where the money actually sits
Stocks
20
P/E ratio
20.74
P/B ratio
2.94
Dividend yield
0.93%
Avg market cap
₹2.17 L Cr
Median market cap
₹1.22 L Cr
Asset class
Equity
Market cap
Large cap65.74%
Mid cap23.29%
Small cap
Cash & others
Fees
VariablePlan A · Shared upsideFixed Management Fee1.00% / yr
Performance Fee15% of profit
Hurdle RateAbove 10%
No exit load. Lock-in: Nil.
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