Portfolio Management Services (PMS)Compare Schemes
Aurum Multiplier Portfolio vs Ayan-PriceBridge Upswing
Add SchemeGrowth of ₹1 Crore
Aurum Multiplier Portfolio
Ayan-PriceBridge Upswing
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%
0.67%
6 Months
21.55%
6.20%
1 Year
12.76%
9.45%
3 Years
17.77%
11.74%
5 Years
17.56%
—
Since Inception
17.72%
12.77%
Fund Age
6 yrs 8 mo
3 yrs 7 mo
AUM
₹42.03 Cr
₹223.43 Cr
Alpha – 1 Year
8.04%
9.88%
Alpha – 3 Years
5.68%
3.17%
Information Ratio – 3 Years
0.47
0.40
Volatility – 1 Year
28.82%
16.24%
Volatility – 3 Years
20.90%
16.22%
Beta – 1 Year
1.51
0.89
Beta – 3 Years
1.13
1.02
Sharpe Ratio – 1 Year
0.37
0.30
Sharpe Ratio – 3 Years
0.64
0.44
Worst Rolling Year
11.09%
11.49%
Value at Worst Rolling Year
₹1.11 Cr
₹1.11 Cr
Deepest Drawdown
−23.45%
−24.20%
Recovery Period
91 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
21.94%
13.89%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
—
L 45% · M 31% · S 19%
Number of Stocks
—
96
Portfolio P/E
—
27.01
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%
Bosch Ltd · 3.98%
Redington Ltd · 3.65%
Tech Mahindra Ltd · 3.48%
Max Healthcare Institute Ltd · 3.45%
Hindalco Industries Ltd · 3.41%
Top Sectors
—
Healthcare · 15.55%
Financial Services · 15.06%
Capital Goods · 12.55%
Fixed Fee
2.50% / yr
1.35% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 0% / 0%
0% / 0% / 0%