Portfolio Management Services (PMS)Compare Schemes
Aurum Multiplier Portfolio vs Axis Kaizen Portfolio
Add SchemeGrowth of ₹1 Crore
Aurum Multiplier Portfolio
Axis Kaizen Portfolio
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
3.22%
−2.57%
6 Months
21.55%
25.88%
1 Year
12.76%
19.47%
3 Years
17.77%
25.74%
5 Years
17.56%
—
Since Inception
17.72%
23.24%
Fund Age
6 yrs 8 mo
3 yrs 1 mo
AUM
₹42.03 Cr
₹507.13 Cr
Alpha – 1 Year
8.04%
16.49%
Alpha – 3 Years
5.68%
13.85%
Information Ratio – 3 Years
0.47
0.94
Volatility – 1 Year
28.82%
20.27%
Volatility – 3 Years
20.90%
18.08%
Beta – 1 Year
1.51
0.86
Beta – 3 Years
1.13
0.86
Sharpe Ratio – 1 Year
0.37
0.71
Sharpe Ratio – 3 Years
0.64
1.07
Worst Rolling Year
11.09%
22.47%
Value at Worst Rolling Year
₹1.11 Cr
₹1.22 Cr
Deepest Drawdown
−23.45%
−21.35%
Recovery Period
91 days
427 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
21.94%
24.46%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
—
L 10% · M 12% · S 65%
Number of Stocks
—
20
Portfolio P/E
—
45.78
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%
Sansera Engineering Ltd · 12.99%
Cash & Cash Equivalent · 12.71%
Acutaas Chemicals Ltd · 10.86%
UltraTech Cement Ltd · 7.45%
Syrma SGS Technology Ltd · 5.58%
Top Sectors
—
Capital Goods · 25.77%
Healthcare · 22.62%
Automobile and Auto Components · 21.96%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 0% / 0%
3% / 2% / 1%