| Scheme / Benchmark | YTD | 1Y | 2Y | 3Y | 5Y | Since inception |
|---|---|---|---|---|---|---|
| ORO Alpha Value | 0.94% | 6.35% | −0.60% | — | — | 6.04% |
| Nifty 500 | −1.07% | 2.98% | 0.42% | — | — | 8.43% |
| Excess over benchmark | 2.01% | 3.37% | −1.02% | — | — | −2.39% |
| Drawdown analysis | Peak | Trough | Depth | Fell over | Recovered | Recovery took |
|---|---|---|---|---|---|---|
| Scheme | 23 Sep 2024 | 03 Mar 2025 | −17.83% | 161 days | – | – |
| Benchmark | 30 Aug 2024 | 28 Feb 2025 | −18.59% | 182 days | – | – |