Portfolio Management Services (PMS)Compare Schemes
ASK-EOP vs Aurum Multiplier Portfolio
Add SchemeGrowth of ₹1 Crore
ASK-EOP
Aurum Multiplier Portfolio
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
25%
Nifty 500 · 11.9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.83%
3.22%
6 Months
−2.22%
21.55%
1 Year
−4.46%
12.76%
3 Years
4.69%
17.77%
5 Years
4.88%
17.56%
Since Inception
9.48%
17.72%
Fund Age
8 yrs 11 mo
6 yrs 8 mo
AUM
₹242.51 Cr
₹42.03 Cr
Alpha – 1 Year
−7.44%
8.04%
Alpha – 3 Years
−7.19%
5.68%
Information Ratio – 3 Years
-1.12
0.47
Volatility – 1 Year
16.89%
28.82%
Volatility – 3 Years
18.01%
20.90%
Beta – 1 Year
0.95
1.51
Beta – 3 Years
1.07
1.13
Sharpe Ratio – 1 Year
-0.51
0.37
Sharpe Ratio – 3 Years
0.04
0.64
Worst Rolling Year
2.18%
11.09%
Value at Worst Rolling Year
₹1.02 Cr
₹1.11 Cr
Deepest Drawdown
−24.10%
−23.45%
Recovery Period
Not yet recovered
91 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
12.69%
21.94%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 12% · M 53% · S 34%
—
Number of Stocks
34
—
Portfolio P/E
41.30
—
Top 5 Holdings
ABB India Ltd · 5.36%
Mahindra & Mahindra Financial Services Ltd · 5.34%
Dr Lal Pathlabs Ltd · 4.74%
Atul Ltd · 4.11%
Supreme Industries Ltd · 3.82%
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
Financial Services · 26.16%
Capital Goods · 13.94%
Healthcare · 9.57%
—
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
2% / 0% / 0%