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Torus Oro - All Weather Portfolio
Torus Oro - All Weather Portfolio

Torus Oro - All Weather Portfolio

  • Torus Oro Portfolio Management Pvt Ltd
  • LARGE AND MID CAP
  • 3
    Out of 14*
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Portfolio age 2 years, 4 months
-3.40%
-7.74%
Hurdle Rate** 10.00%
Fixed fee No Option
Min. Investment 50 Lac
*Ranking of the scheme in the peer group is based on its return for the longest period available
**Minimum return that a PMS scheme must generate before an investor starts paying performance fees

TRAILING PERFORMANCE

(As on 28/02/2025)
Compare the performance of the PMS scheme against benchmark across different time periods.

PERFORMANCE

Calendar Year Financial Year

DETAILED PORTFOLIO

EQUITY (61.89%)
CASH AND EQUIVALENT (38.1%)
OTHERS (0.01%)
Allocation by Market Cap
Small Cap (9.64%)
Large Cap (20.97%)
Mid Cap (31.28%)
Sector Holdings
  • Financial Services 12.96%
  • Consumer Services 10.48%
  • Chemicals 9.38%
  • Telecommunication 8.64%
  • Information Technology 7.17%
Stock Holdings
Undisclosed

PORTFOLIO MANAGERS

Vaibhav Shah
  • Manager Rank Out of 8
    i
    Rank is based on 3-year return
  • Schemes Managed 1
  • Total AUM ₹36.07 Cr
  • Highest Return In 1 Yr 4.95%
Profile

A seasoned finance professional, Vaibhav Shah managed investments worth approximately USD 2 billion and has expertise in fundraising. Vaibhav is currently the Fund Manager of Torus ORO AMC, a new-age portfolio management service for HNIs, managing over Rs 100 crores of AUM. Vaibhav has over 6 years of experience in Asset Management, overseeing significant AUM in both portfolio management as well as advisory services. He has substantial experience as a Portfolio Manager leading a quant investment team that drives impressive returns. Before his current role, he was the VP – Research & Advisory at Orowealth, where he played a pivotal role in shaping investment and advisory strategies. His skills in financial dealings and deal structuring were further honed when he was the Assistant Manager, Investment Banking, at Edelweiss Financial Services. Vaibhav’s commitment to excellence is emphasised by his vision that centres on tailoring strategies to make the wealth management journey more fruitful for clients, with a focus on mitigating risks and capital protection. His keen focus on quant strategies with investment management made him garner a feature in Money Control where he spoke about lower interest rates and softer inflation prints on domestic markets. Vaibhav believes in agility, especially in this constantly volatile market, refining his strategies based on real-time data points and ongoing market dynamics. Be it the global pandemic or a sudden increase in interest rates, Vaibhav remains grounded in his approach to quantitative analysis, ensuring an informed investment strategy. A rank-holder Chartered Accountant from The Institute of Chartered Accountants of India (2012), Vaibhav completed his CFA in the US (2015). As one of the leaders in Torus Oro, Vaibhav has a proven track record of consistently delivering value to clients, safeguarding their financial interests in a constantly changing financial arena.

Other Schemes
  • table
  • Grid
AUM (₹ Cr)
36.07
Hurdle Rate
10.00%
Benchmark
S&P BSE 500 TRI
Category
LARGE AND MID CAP
Category Rank
2 Out of 16
Fixed Fee
No Option
Strategy Name Category Rank Scheme Return Benchmark Return Benchmark Category Name Fund Size (Cr)
1Out of 1
-3.40%
-7.74%
S&P BSE 500 TRI
LARGE AND MID CAP
₹36.07 Cr.
*Returns less than and equal to 1 year are absolute and returns above one year are annualised

PEER ANALYSIS

  • table
  • Grid
Compare
AUM (₹ Cr)
36.07
Hurdle Rate
10.00%
Benchmark
S&P BSE 500 TRI
Category Rank
2 Out of 16
Fixed Fee
No Option
AUM (₹ Cr)
UNDISC.
Hurdle Rate
No Option
Benchmark
S&P BSE 500 TRI
Category Rank
1 Out of 16
Fixed Fee
No Option
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10%
Benchmark
S&P BSE 500 TRI
Category Rank
3 Out of 16
Fixed Fee
2.50%
AUM (₹ Cr)
UNDISC.
Hurdle Rate
No Option
Benchmark
Nifty 50 TRI
Category Rank
4 Out of 16
Fixed Fee
1% or 0%
AUM (₹ Cr)
UNDISC.
Hurdle Rate
8.00%
Benchmark
Nifty 50 TRI
Category Rank
5 Out of 16
Fixed Fee
2.50%
AUM (₹ Cr)
45.63
Hurdle Rate
10%
Benchmark
S&P BSE 500 TRI
Category Rank
6 Out of 16
Fixed Fee
No Option
Strategy Name Category Rank Scheme Return Benchmark Return Benchmark Category Name Hurdle Rate Fund Size (Cr)
1Out of 16
-3.40%
-7.74%
S&P BSE 500 TRI
LARGE AND MID CAP
10.00%
₹36.07 Cr.
1Out of 16
4.99%
-7.74%
S&P BSE 500 TRI
LARGE AND MID CAP
No Option
₹UNDISC. Cr.
1Out of 16
-4.16%
-7.74%
S&P BSE 500 TRI
LARGE AND MID CAP
10%
₹UNDISC. Cr.
1Out of 16
-4.31%
-5.89%
Nifty 50 TRI
LARGE AND MID CAP
No Option
₹UNDISC. Cr.
1Out of 16
-5.48%
-5.79%
Nifty 50 TRI
LARGE AND MID CAP
8.00%
₹UNDISC. Cr.
1Out of 16
-6.36%
-7.74%
S&P BSE 500 TRI
LARGE AND MID CAP
10%
₹45.63 Cr.
*Returns less than and equal to 1 year are absolute and returns above one year are annualised

About the AMC

Torus Oro Portfolio Management Pvt Ltd
Torus Oro Portfolio Management Pvt Ltd manages assets worth Rs 140.97 crores. Its current offering of PMS schemes includes 1 Large And Mid Cap and 1 Multi Cap schemes.

AUM (₹ cr)

140.97 (As on Feb, 2025)

Number of Schemes

2
Schemes From This AMC
  • table
  • Grid
AUM (₹ Cr)
₹36.07 Cr.
Hurdle Rate
10.00%
Benchmark
S&P BSE 500 TRI
Category
LARGE AND MID CAP
Category Rank
2 Out of 16
Fixed Fee
No Option
AUM (₹ Cr)
₹28.33 Cr.
Hurdle Rate
10.00%
Benchmark
S&P BSE 500 TRI
Category
MULTI CAP
Category Rank
75 Out of 171
Fixed Fee
1.00%
Strategy Name Category Rank Strategy Return Benchmark Return Benchmark Hurdle Rate Category Name Fund Size (Cr)
1Out of 2
-3.40%
-7.74%
S&P BSE 500 TRI
10.00%
LARGE AND MID CAP
₹36.07 Cr.
1Out of 2
-8.80%
-7.70%
S&P BSE 500 TRI
10.00%
MULTI CAP
₹28.33 Cr.
*Returns less than and equal to 1 year are absolute and returns above one year are annualised

FAQ’S

What is the hurdle rate of Torus Oro - All Weather Portfolio?
The hurdle rate of Torus Oro - All Weather Portfolio is 10.00%.
What is the fixed fee charged in Torus Oro - All Weather Portfolio ?
The fixed fee charged in Torus Oro - All Weather Portfolio is No Option.
What is the variable fee charged in Torus Oro - All Weather Portfolio ?
The variable fee charged in Torus Oro - All Weather Portfolio is 1.00% .
What is the profit sharing in Torus Oro - All Weather Portfolio ?
The profit sharing in Torus Oro - All Weather Portfolio is 15% profit Sharing above 10% hurdle.
What is the minimum investment in Torus Oro - All Weather Portfolio ?
The minimum investment in Torus Oro - All Weather Portfolio is ₹50 Lac
What type of scheme is Torus Oro - All Weather Portfolio?
Torus Oro - All Weather Portfolio is an Equity scheme. It falls in the LARGE AND MID CAP category.
What is the inception date of Torus Oro - All Weather Portfolio?
The inception date of Torus Oro - All Weather Portfolio is Nov 1, 2022 .
What is the exit load of Torus Oro - All Weather Portfolio?
Exit load is 0%
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