scorecardresearch
Clear all
Search

COMPANIES

No Data Found

NEWS

No Data Found
Sign in Subscribe
Torus Oro - Alpha Compounders
Torus Oro - Alpha Compounders

Torus Oro - Alpha Compounders

  • Torus Oro Portfolio Management Pvt Ltd
  • MULTI CAP
  • 22
    Out of 163*
  • Share
    Compare
  • Share
    • Whatsapp
    • Twitter
    • Facebook
    Share
Powered by
Portfolio age 2 years, 4 months
-8.80%
-7.70%
Hurdle Rate** 10.00%
Fixed fee 1.00%
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 (90.13%)
CASH AND EQUIVALENT (9.9%)
OTHERS (-0.03%)
Allocation by Market Cap
Small Cap (22.6%)
Large Cap (44.48%)
Mid Cap (23.05%)
Sector Holdings
  • Financial Services 20.78%
  • Capital Goods 14.67%
  • HealthCare 11.55%
  • Automobile and Auto Components 5.79%
  • Information Technology 5.60%
Stock Holdings
Undisclosed

PORTFOLIO MANAGERS

Hemal Shah
  • Manager Rank Out of 131
    i
    Rank is based on 3-year return
  • Schemes Managed 1
  • Total AUM ₹28.33 Cr
  • Highest Return In 1 Yr 5.70%
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.

Other Schemes
  • table
  • Grid
AUM (₹ Cr)
28.33
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 Scheme Return Benchmark Return Benchmark Category Name Fund Size (Cr)
1Out of 1
-8.80%
-7.70%
S&P BSE 500 TRI
MULTI CAP
₹28.33 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)
28.33
Hurdle Rate
10.00%
Benchmark
S&P BSE 500 TRI
Category Rank
75 Out of 171
Fixed Fee
1.00%
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10%
Benchmark
S&P BSE 500 TRI
Category Rank
1 Out of 171
Fixed Fee
No Option
AUM (₹ Cr)
112.67
Hurdle Rate
No Option
Benchmark
Nifty 50 TRI
Category Rank
2 Out of 171
Fixed Fee
1% or 0%
AUM (₹ Cr)
UNDISC.
Hurdle Rate
6% or 25%
Benchmark
Nifty 50 TRI
Category Rank
3 Out of 171
Fixed Fee
2.50%
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10.00%
Benchmark
S&P BSE 500 TRI
Category Rank
4 Out of 171
Fixed Fee
No Option
AUM (₹ Cr)
UNDISC.
Hurdle Rate
0% or 20%
Benchmark
S&P BSE 500 TRI
Category Rank
5 Out of 171
Fixed Fee
2.00%
Strategy Name Category Rank Scheme Return Benchmark Return Benchmark Category Name Hurdle Rate Fund Size (Cr)
1Out of 171
-8.80%
-7.70%
S&P BSE 500 TRI
MULTI CAP
10.00%
₹28.33 Cr.
1Out of 171
-1.64%
-7.85%
S&P BSE 500 TRI
MULTI CAP
10%
₹UNDISC. Cr.
1Out of 171
-1.79%
-5.89%
Nifty 50 TRI
MULTI CAP
No Option
₹112.67 Cr.
1Out of 171
-2.78%
-5.79%
Nifty 50 TRI
MULTI CAP
6% or 25%
₹UNDISC. Cr.
1Out of 171
-3.09%
-7.85%
S&P BSE 500 TRI
MULTI CAP
10.00%
₹UNDISC. Cr.
1Out of 171
-3.55%
-5.77%
S&P BSE 500 TRI
MULTI CAP
0% or 20%
₹UNDISC. 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 - Alpha Compounders?
The hurdle rate of Torus Oro - Alpha Compounders is 10.00%.
What is the fixed fee charged in Torus Oro - Alpha Compounders ?
The fixed fee charged in Torus Oro - Alpha Compounders is 1.00%.
What is the variable fee charged in Torus Oro - Alpha Compounders ?
The variable fee charged in Torus Oro - Alpha Compounders is No Option .
What is the profit sharing in Torus Oro - Alpha Compounders ?
The profit sharing in Torus Oro - Alpha Compounders is 15% Profit Sharing above 10% Hurdle.
What is the minimum investment in Torus Oro - Alpha Compounders ?
The minimum investment in Torus Oro - Alpha Compounders is ₹50 Lac
What type of scheme is Torus Oro - Alpha Compounders?
Torus Oro - Alpha Compounders is an Equity scheme. It falls in the MULTI CAP category.
What is the inception date of Torus Oro - Alpha Compounders?
The inception date of Torus Oro - Alpha Compounders is Nov 1, 2022 .
What is the exit load of Torus Oro - Alpha Compounders?
Exit load is 0%
Advertisement