Portfolio Management Services (PMS)Compare Schemes
Aurum Multiplier Portfolio vs Care PMS - Large & Midcap Strategy
Add SchemeGrowth of ₹1 Crore
Aurum Multiplier Portfolio
Care PMS - Large & Midcap Strategy
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%
−1.86%
6 Months
21.55%
0.50%
1 Year
12.76%
6.34%
3 Years
17.77%
19.74%
5 Years
17.56%
16.62%
Since Inception
17.72%
20.10%
Fund Age
6 yrs 8 mo
6 yrs 1 mo
AUM
₹42.03 Cr
₹56.91 Cr
Alpha – 1 Year
8.04%
1.64%
Alpha – 3 Years
5.68%
7.64%
Information Ratio – 3 Years
0.47
0.90
Volatility – 1 Year
28.82%
16.52%
Volatility – 3 Years
20.90%
17.18%
Beta – 1 Year
1.51
0.89
Beta – 3 Years
1.13
1.04
Sharpe Ratio – 1 Year
0.37
0.14
Sharpe Ratio – 3 Years
0.64
0.84
Worst Rolling Year
11.09%
18.93%
Value at Worst Rolling Year
₹1.11 Cr
₹1.19 Cr
Deepest Drawdown
−23.45%
−18.72%
Recovery Period
91 days
245 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
21.94%
25.30%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
—
L 59% · M 40%
Number of Stocks
—
20
Portfolio P/E
—
27.00
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%
Zydus Lifesciences Ltd · 12.94%
UltraTech Cement Ltd · 10.19%
Hindalco Industries Ltd · 8.37%
Coromandel International Ltd · 8.27%
Larsen & Toubro Ltd · 7.24%
Top Sectors
—
Healthcare · 19.74%
Metals & Mining · 18.68%
Chemicals · 12.76%
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 0% / 0%
0% / 0% / 0%