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Torus Oro Alpha Compounders PMS Strategy focuses on identifying companies that benefit from structural shifts in the economy, aiming for long-term wealth creation.

The Torus Oro Alpha Compounders PMS Investment Approach is based on investing in businesses moving from unorganized to organized sectors or gaining market leadership.

It falls under the MULTI CAP & FLEXI CAP investment category, offering diversified exposure. As of now, the strategy has a total AUM of an UnDisclosed Amount.

Over the last 1 year, it delivered a strong return of 11.20%, outperforming many peers. Its performance is benchmarked against the S&P BSE 500, ensuring broad market comparison.

Torus Oro Alpha Compounders PMS Strategy or Investment Approach - PMS Details

Strategy Name

Alpha Compounders

Start Date

01 November 2022

Category

MULTI CAP & FLEXI CAP

Benchmark

S&P BSE 500

AUM (Rs.)

Rs.28.33 Cr.

Min. Investment

Rs.50 Lakhs

Fund Manager

Mr. Hemal Shah

1 Yr. Return

11.20%

3 Yr. Return

NA

5 Yr. Return

NA

Torus Oro Alpha Compounders Portfolio Management Strategy - Portfolio Characteristics

No. of Stocks

31

Top 5 Stocks%

Not Disclosed

Top 5 Sectors%

56.95%

Portfolio Age

2 Yrs, 5 Months

SIP

NA

STP

NA

Average Market Cap

Not Disclosed

Torus Oro Alpha Compounders PMS Strategy - Cost or Charges

Fixed Fees

2.5% of Fund Value

Variable AMC

No Variable AMC

Variable Profit Sharing

15% (Profit Sharing above 10%)

Exit Load 1st Year

0.00%

Exit Load 2nd Year

0.00%

Exit Load 3rd Year

0.00%

Torus Oro Alpha Compounders PMS Investment Approach - Portfolio Composition

Large Cap

44.08%

Mid Cap

27.58%

Small Cap

14.33%

Cash & Equivalent

14.02%

Check out Business Opportunities with Similar Brands

Torus Oro Alpha Compounders Portfolio Strategy - Top 5 Sectors

Financial Services

18.52%

Automobile and Auto Components

7.57%

Information Technology

4.79%

Capital Goods

19.75%

Chemicals

6.32%

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