ORO - All Weather Portfolio

EQUITY LARGE & MID CAP

An investment system based on identifying stocks that stack well in terms of Quality, Momentum and Value.

+20.85%

3Y annualised returns

+13.47%

Benchmark returns (S&P BSE 500 Total Return Index)

Launch date

01 Jan '20

Total AUM

₹13.16Cr

Min. investment

₹50,00,000

Benchmark

S&P BSE 500 Total Return Index

Portfolio analysis

Equity / Debt / Cash split

Equity89.0%

Cash2.7%

Equity market cap split

Large Cap64.8%

Mid Cap19.7%

Small Cap4.5%

Min. investment & fees structure

Min. investment for 1st time

SEBI mandates a minimum investment for investing in PMS

₹50,00,000

Exit load

Fee charged on redemption before the completed holding period

0.00%

PMS management

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Ankit Doshi
Quantitative & Factor-based Investing Specialist
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About

Ankit Doshi - Seasoned professional with more than a decade of experience in finance and technology with key focus on quantitative research and factor-based investing. A specialist in alpha-driven strategies, with a deep understanding of big data analytics and algorithmic trading

Experience

Over a decade of experience in finance and technology.

Investment philosophy

Specializes in quantitative research, factor-based investing, big data analytics, and algorithmic trading.