Portfolio Management Services (PMS)Compare Schemes
Aurum Multiplier Portfolio vs CAPITAL MIND-All Weather Equity
Add SchemeGrowth of ₹1 Crore
Aurum Multiplier Portfolio
CAPITAL MIND-All Weather Equity
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
3.22%
1.61%
6 Months
21.55%
4.03%
1 Year
12.76%
4.49%
3 Years
17.77%
14.35%
5 Years
17.56%
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Since Inception
17.72%
16.62%
Fund Age
6 yrs 8 mo
4 yrs
AUM
₹42.03 Cr
₹303 Cr
Alpha – 1 Year
8.04%
4.92%
Alpha – 3 Years
5.68%
5.78%
Information Ratio – 3 Years
0.47
1.15
Volatility – 1 Year
28.82%
16.32%
Volatility – 3 Years
20.90%
14.15%
Beta – 1 Year
1.51
0.98
Beta – 3 Years
1.13
0.97
Sharpe Ratio – 1 Year
0.37
0.01
Sharpe Ratio – 3 Years
0.64
0.64
Worst Rolling Year
11.09%
14.36%
Value at Worst Rolling Year
₹1.11 Cr
₹1.14 Cr
Deepest Drawdown
−23.45%
−16.17%
Recovery Period
91 days
245 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
21.94%
18.76%
5-Year Rolling Windows Positive
100.00%
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Market-Cap Mix
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Number of Stocks
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Portfolio P/E
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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%
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Top Sectors
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Fixed Fee
2.50% / yr
0.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 0% / 0%
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