PMS · Equity · Multi Cap
Oro-alpha compounders
Fund size₹31 Cr
Alpha (3Y)1.20%
3Y return13.20%
Fund age3 yrs 8 mo
Fund Manager
Hemal Shah
Hemal Shah
Fund Manager, Cosmea
Hemal Shah brings to the table extensive market experience that spans over 14 years. He currently holds the position of a Fund Manager at Torus Oro AMC, bringing his experience in wealth management to manage portfolios for HNI clients and drive investment strategies. Hemal started his journey in this sector as a DNT Executive in Sharekhan in 2009. From there he transitioned to Angel Broking where he was an equity advisor to NRI clients, offering tailored investment advice. His career rajectory continued to manage 250 clients in equity advisory and portfolio restructuring during his stint at ICICI Securities. Post that he spent nearly half a decade with Aditya Birla Capital, where he oversaw portfolios worth over 150 crores on Non-Discretionary PMS. As a Fund Manager with Torus Oro, Hemal manages portfolios worth over INR 100 Cr. Hemal Shah's vision revolves around an underlying approach to active management, aiming to capitalize on market volatility and steady information flow to the benefit of his clients. Having specialized in structured portfolio, tailored to individual needs, he focuses on niche markets and mid-cap segments that cannot be replicated easily. Hemal holds a Masters in Accounting & Finance from the University of Mumbai (2012) and a Business Diploma from the Welingkar Institute of Management (2014). He has a contrarian approach, where he consistently seeks opportunities that may otherwise be ignored, ensuring he delivers trust and value to his clients. He has delivered personalized investment solutions that have stood the test of time.
Managing AUM₹32 Cr
Growth of₹Cr
Oro alpha compounders
Returns: How it has done
Scheme / BenchmarkYTD1Y2Y3Y5YSince inception
Oro alpha compounders−4.10%−2.80%−1.05%13.20%—13.51%
Nifty 500−1.07%2.98%0.42%11.90%—12.23%
Excess over benchmark−3.03%−5.78%−1.47%1.30%—1.28%
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
16.99%
Benchmark approx 14.74%
A standard deviation reflecting historical swings.
Sensitivity
1.05
Beta vs benchmark 1.00 · 5% more reactive
How strongly the scheme moves with the index.
Risk-reward
0.50
Sharpe
Excess return gained per unit of volatility.
Capture ratio
109 / 106
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 −20.23% from its 30 Sep 2024 peak to a 28 Feb 2025 trough. It has not yet recovered.
Max drawdowns
−20.23%
Scheme Drawdown Trajectory
Drawdown analysisPeakTroughDepthFell overRecoveredRecovery took
Scheme30 Sep 202428 Feb 2025−20.23%151 days––
Benchmark30 Aug 202428 Feb 2025−18.59%182 days––
Scheme
Peak30 Sep 2024
Trough28 Feb 2025
Depth−20.23%
Fell over151 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
24
P/E ratio
32.10
P/B ratio
4.28
Dividend yield
0.38%
Avg market cap
₹2.22 L Cr
Median market cap
₹79,414 Cr
Asset class
Equity
Market cap
Large cap43.73%
Mid cap26.20%
Small cap17.47%
Cash & others12.60%
As on 31 Jul 2026
Fees
A fixed plan is cheaper when returns are strong. A performance plan costs less in lean years and shares the upside only when the fund beats a hurdle.
FixedPlan A · Simple
Fixed Management Fee1.00% / yr
Performance FeeNone
Hurdle RateNot applicable
VariablePlan B · Performance Linked
Fixed Management FeeNone
Performance Fee15% of profit
Hurdle RateAbove 10%
No exit load. Lock-in: Nil.
Let's start a
conversation
  • Compare this PMS against 3,000+ others with our research desk
  • Build a long-term portfolio around your goals, not a one-off buy
  • Experts with decades of experience.
Private. Personal. No obligation.
We will only use these details to contact you about this enquiry. No spam.
Start a conversation
Share a few details and an expert will reach out.
We will only use these details to contact you about this enquiry. No spam.