Portfolio Management Services (PMS)Compare Schemes
Aurum Multiplier Portfolio vs Bonanza - Value
Add SchemeGrowth of ₹1 Crore
Aurum Multiplier Portfolio
Bonanza - Value
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%
6.51%
6 Months
21.55%
14.93%
1 Year
12.76%
16.79%
3 Years
17.77%
13.85%
5 Years
17.56%
12.48%
Since Inception
17.72%
18.86%
Fund Age
6 yrs 8 mo
14 yrs 11 mo
AUM
₹42.03 Cr
₹32.99 Cr
Alpha – 1 Year
8.04%
17.14%
Alpha – 3 Years
5.68%
4.85%
Information Ratio – 3 Years
0.47
0.41
Volatility – 1 Year
28.82%
17.36%
Volatility – 3 Years
20.90%
20.03%
Beta – 1 Year
1.51
0.65
Beta – 3 Years
1.13
0.84
Sharpe Ratio – 1 Year
0.37
0.67
Sharpe Ratio – 3 Years
0.64
0.57
Worst Rolling Year
11.09%
-8.60%
Value at Worst Rolling Year
₹1.11 Cr
₹0.91 Cr
Deepest Drawdown
−23.45%
−30.57%
Recovery Period
91 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
82.13%
Median Rolling Year
21.94%
18.70%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
—
L 22% · M 16% · S 61%
Number of Stocks
—
69
Portfolio P/E
—
70.14
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%
Laurus Labs Ltd · 9.84%
Cupid Ltd · 9.39%
Diamond Power Infrastructure Ltd · 9.20%
Krishana Phoschem Ltd · 6.22%
Divis Laboratories Ltd · 5.76%
Top Sectors
—
Healthcare · 24.35%
Automobile and Auto Components · 15.77%
Chemicals · 15.03%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 0% / 0%
1% / 0% / 0%