Portfolio Management Services (PMS)Compare Schemes
Aurum Multiplier Portfolio vs Avestha - Growth
Add SchemeGrowth of ₹1 Crore
Aurum Multiplier Portfolio
Avestha - Growth
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
3.22%
0.64%
6 Months
21.55%
21.51%
1 Year
12.76%
15.87%
3 Years
17.77%
14.38%
5 Years
17.56%
17.96%
Since Inception
17.72%
16.82%
Fund Age
6 yrs 8 mo
8 yrs 9 mo
AUM
₹42.03 Cr
₹1,503.25 Cr
Alpha – 1 Year
8.04%
11.15%
Alpha – 3 Years
5.68%
2.29%
Information Ratio – 3 Years
0.47
0.39
Volatility – 1 Year
28.82%
27.51%
Volatility – 3 Years
20.90%
22.70%
Beta – 1 Year
1.51
1.48
Beta – 3 Years
1.13
1.25
Sharpe Ratio – 1 Year
0.37
0.47
Sharpe Ratio – 3 Years
0.64
0.50
Worst Rolling Year
11.09%
1.64%
Value at Worst Rolling Year
₹1.11 Cr
₹1.02 Cr
Deepest Drawdown
−23.45%
−24.39%
Recovery Period
91 days
122 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
21.94%
23.50%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
—
L 12% · M 19% · S 67%
Number of Stocks
—
17
Portfolio P/E
—
—
Top 5 Holdings
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%
Apcotex Industries Ltd · 14.00%
AU Small Finance Bank Ltd · 10.22%
Praj Industries Ltd · 8.64%
P I Industries Ltd · 8.60%
Max Healthcare Institute Ltd · 8.46%
Top Sectors
—
Capital Goods · 32.19%
Chemicals · 16.98%
Information Technology · 12.67%
Fixed Fee
2.50% / yr
1.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 0% / 0%
0% / 0% / 0%