Portfolio Management Services (PMS)Compare Schemes
Aurum Multiplier Portfolio vs BB Bluechip
Add SchemeGrowth of ₹1 Crore
Aurum Multiplier Portfolio
BB Bluechip
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%
3.28%
6 Months
21.55%
16.54%
1 Year
12.76%
15.86%
3 Years
17.77%
—
5 Years
17.56%
—
Since Inception
17.72%
29.22%
Fund Age
6 yrs 8 mo
17 mo
AUM
₹42.03 Cr
₹12.45 Cr
Alpha – 1 Year
8.04%
12.88%
Alpha – 3 Years
5.68%
—
Information Ratio – 3 Years
0.47
—
Volatility – 1 Year
28.82%
23.63%
Volatility – 3 Years
20.90%
—
Beta – 1 Year
1.51
1.27
Beta – 3 Years
1.13
—
Sharpe Ratio – 1 Year
0.37
0.50
Sharpe Ratio – 3 Years
0.64
—
Worst Rolling Year
11.09%
—
Value at Worst Rolling Year
₹1.11 Cr
—
Deepest Drawdown
−23.45%
−13.85%
Recovery Period
91 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
21.94%
—
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
—
L 53% · M 1% · S 36%
Number of Stocks
—
16
Portfolio P/E
—
18.79
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%
Life Insurance Corporation of India · 16.80%
Indian Energy Exchange Ltd · 10.78%
Bajaj Holdings & Investment Ltd · 7.29%
Bajaj Finserv Nifty 1D Rate Liquid ETF - Growth · 7.22%
Sun Pharmaceutical Industries Ltd · 7.21%
Top Sectors
—
Financial Services · 50.57%
Information Technology · 10.97%
Healthcare · 7.21%
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%