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comparison

COMPARE PMS Schemes

A detailed comparison of PMS schemes on parameters like Fee structure, Portfolio, Returns etc
Torus Oro - Alpha Compounders
Fund Summary
Category MULTI CAP
AUM (₹ cr) 28.33
Fixed Fee 1.00%
Variable Fee No Option
Hurdle Rate 10.00%
Profit Sharing 15% Profit Sharing above 10% Hurdle
Benchmark S&P BSE 500 TRI
Portfolio Age 2 years, 4 months
Trailing Returns
Portfolio Manager
Hemal Shah
Hemal Shah
Profile 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.
Detailed Portfolio
Allocation by Market Cap
  • Large Cap 44.48%
  • Mid Cap 23.05%
  • Small Cap 22.6%
Sector Holdings
Automobile and Auto Components
5.79%
Capital Goods
14.67%
Financial Services
20.78%
HealthCare
11.55%
Information Technology
5.6%
Stock Holdings
Undisclosed
Investment Details
Min. Investment ₹5000000
SIP Option Not Available
STP Option Not Available
Exit Load Exit load is 0%
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