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Torus Oro - Alpha Compounders
Torus Oro - Alpha Compounders

Torus Oro - Alpha Compounders

  • Torus Oro Portfolio Management Pvt Ltd
  • Multi Cap AND Flexi Cap
  • 89
    Out of 235*
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PMS Bazaar
Portfolio age3 years, 1 month
3.31%
4.27%
Hurdle Rate**10.00%
Fixed fee2.50%
Min. Investment50 Lacs
*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

bt_logoTRAILING PERFORMANCE

(As on 31/10/2025)
Compare the performance of the PMS scheme against benchmark across different time periods.

bt_logoPERFORMANCE

Calendar YearFinancial Year
No Data Available

bt_logoDETAILED PORTFOLIO

EQUITY (Undisclosed)
CASH AND EQUIVALENT (8.67%)
Allocation by Market Cap
Small Cap (19.34%)
Mid Cap (32.18%)
Large Cap (39.81%)
Sector Holdings
  • Financial Services17.13%
  • Capital Goods15.32%
  • Information Technology11.64%
  • Automobile and Auto Components8.16%
  • Healthcare7.92%
Stock Holdings
Undisclosed

bt_logoPORTFOLIO MANAGERS

Hemal Shah
  • Manager Rank Out of 168
    i
    Rank is based on 3-year return
  • Schemes Managed1
  • Total AUM34.53
  • Highest Return In 1 Yr2.42%
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
AUM (₹ Cr)
₹34.53 Cr
Hurdle Rate
10.00%
Benchmark
S&P BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
152 Out of 251
Fixed Fee
2.50%
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

bt_logoPEER ANALYSIS

AUM (₹ Cr)
₹34.53 Cr
Hurdle Rate
10.00%
Benchmark
S&P BSE 500 TRI
Category Rank
152 Out of 251
Fixed Fee
2.50%
AUM (₹ Cr)
UNDISC.
Hurdle Rate
8.00% or 0%
Benchmark
S&P BSE 500 TRI
Category Rank
1 Out of 251
Fixed Fee
2.50%
AUM (₹ Cr)
UNDISC.
Hurdle Rate
12%
Benchmark
S&P BSE 500 TRI
Category Rank
2 Out of 251
Fixed Fee
2.50%
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10%
Benchmark
S&P BSE 500 TRI
Category Rank
3 Out of 251
Fixed Fee
2.00%
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10.00%
Benchmark
S&P BSE 500 TRI
Category Rank
4 Out of 251
Fixed Fee
2.50%
AUM (₹ Cr)
₹405.16 Cr
Hurdle Rate
No Option
Benchmark
MSEI SX 40 TRI
Category Rank
5 Out of 251
Fixed Fee
No Option
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

bt_logoABOUT AMC

Torus Oro Portfolio Management Pvt Ltd
Torus Oro Portfolio Management Pvt Ltd manages assets worth Rs 143.33 crores. Its current offering of PMS schemes includes 1 Multi Cap And Flexi Cap and 1 Mid And Large Cap schemes.

AUM (₹ cr)

143.33 (As on Oct, 2025)

Number of Schemes

2
Schemes From This AMC
AUM (₹ Cr)
₹34.53 Cr
Hurdle Rate
10.00%
Benchmark
S&P BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
152 Out of 251
Fixed Fee
2.50%
AUM (₹ Cr)
₹20.28 Cr
Hurdle Rate
10.00%
Benchmark
S&P BSE 500 TRI
Category
Mid AND Large Cap
Category Rank
18 Out of 20
Fixed Fee
2.50%
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

bt_logoFAQ'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 2.50%.
What is the variable fee charged in Torus Oro - Alpha Compounders ?
There is no option for Variable fee.
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 Lacs
What type of scheme is Torus Oro - Alpha Compounders?
Torus Oro - Alpha Compounders is an Equity scheme. It falls in the Multi Cap AND Flexi Cap category.
What is the inception date of Torus Oro - Alpha Compounders?
The inception date of Torus Oro - Alpha Compounders is Nov 01, 2022.
What is the exit load of Torus Oro - Alpha Compounders?
Exit load is 0%