Portfolio Management Services (PMS)Compare Schemes
Aurum Multiplier Portfolio vs Carnelian Capital - Compounder Strategy
Add SchemeGrowth of ₹1 Crore
Aurum Multiplier Portfolio
Carnelian Capital - Compounder Strategy
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
3.22%
4.57%
6 Months
21.55%
15.76%
1 Year
12.76%
22.36%
3 Years
17.77%
23.83%
5 Years
17.56%
17.53%
Since Inception
17.72%
20.07%
Fund Age
6 yrs 8 mo
7 yrs 3 mo
AUM
₹42.03 Cr
₹2,271.9 Cr
Alpha – 1 Year
8.04%
17.64%
Alpha – 3 Years
5.68%
11.75%
Information Ratio – 3 Years
0.47
1.40
Volatility – 1 Year
28.82%
21.11%
Volatility – 3 Years
20.90%
18.96%
Beta – 1 Year
1.51
1.17
Beta – 3 Years
1.13
1.12
Sharpe Ratio – 1 Year
0.37
0.81
Sharpe Ratio – 3 Years
0.64
0.96
Worst Rolling Year
11.09%
10.25%
Value at Worst Rolling Year
₹1.11 Cr
₹1.10 Cr
Deepest Drawdown
−23.45%
−19.83%
Recovery Period
91 days
123 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
21.94%
21.55%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
—
L 30% · M 46% · S 22%
Number of Stocks
—
30
Portfolio P/E
—
29.80
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%
Aditya Birla Capital Ltd · 10.17%
Laurus Labs Ltd · 8.63%
Biocon Ltd · 7.50%
One 97 Communications Ltd · 4.59%
Bharat Heavy Electricals Ltd · 4.29%
Top Sectors
—
—
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%