Portfolio Management Services (PMS)Compare Schemes
Amaltas Keystone Fund vs Aurum Multiplier Portfolio
Add SchemeGrowth of ₹1 Crore
Amaltas Keystone Fund
Aurum Multiplier Portfolio
Return for the risk
3 yrs return
10%
15%
20%
25%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
5.65%
3.22%
6 Months
52.84%
21.55%
1 Year
44.79%
12.76%
3 Years
—
17.77%
5 Years
—
17.56%
Since Inception
24.04%
17.72%
Fund Age
19 mo
6 yrs 8 mo
AUM
₹65.12 Cr
₹42.03 Cr
Alpha – 1 Year
40.07%
8.04%
Alpha – 3 Years
—
5.68%
Information Ratio – 3 Years
—
0.47
Volatility – 1 Year
32.99%
28.82%
Volatility – 3 Years
—
20.90%
Beta – 1 Year
1.48
1.51
Beta – 3 Years
—
1.13
Sharpe Ratio – 1 Year
1.12
0.37
Sharpe Ratio – 3 Years
—
0.64
Worst Rolling Year
—
11.09%
Value at Worst Rolling Year
—
₹1.11 Cr
Deepest Drawdown
−15.77%
−23.45%
Recovery Period
Not yet recovered
91 days
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
21.94%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
—
—
Number of Stocks
—
—
Portfolio P/E
—
—
Top 5 Holdings
Piramal Enterprises Limited · 0.00%
CARE Ratings Ltd · 0.00%
Sterlite Technologies Ltd · 0.00%
Muthoot Microfin Ltd · 0.00%
Bodal Chemicals Ltd · 0.00%
Greaves Cotton Ltd · 0.00%
Welspun Corp Ltd · 0.00%
S J S Enterprises Ltd · 0.00%
Star Health & Allied Insurance Company Ltd · 0.00%
Welspun Corp Ltd · 0.00%
Top Sectors
—
—
Fixed Fee
—
2.50% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
2% / 0% / 0%