Portfolio Management Services (PMS)Compare Schemes
Aurum Multiplier Portfolio vs Centrum PMS - Build to Last
Add SchemeGrowth of ₹1 Crore
Aurum Multiplier Portfolio
Centrum PMS - Build to Last
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
3.22%
−0.04%
6 Months
21.55%
−3.71%
1 Year
12.76%
−1.23%
3 Years
17.77%
7.88%
5 Years
17.56%
5.71%
Since Inception
17.72%
9.28%
Fund Age
6 yrs 8 mo
7 yrs 1 mo
AUM
₹42.03 Cr
₹2.48 Cr
Alpha – 1 Year
8.04%
−5.95%
Alpha – 3 Years
5.68%
−4.21%
Information Ratio – 3 Years
0.47
-1.27
Volatility – 1 Year
28.82%
17.16%
Volatility – 3 Years
20.90%
14.17%
Beta – 1 Year
1.51
0.98
Beta – 3 Years
1.13
0.90
Sharpe Ratio – 1 Year
0.37
-0.29
Sharpe Ratio – 3 Years
0.64
0.17
Worst Rolling Year
11.09%
5.24%
Value at Worst Rolling Year
₹1.11 Cr
₹1.05 Cr
Deepest Drawdown
−23.45%
−16.54%
Recovery Period
91 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
21.94%
11.29%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
—
L 92% · M 4%
Number of Stocks
—
26
Portfolio P/E
—
29.84
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%
HDFC Bank Ltd · 9.71%
Reliance Industries Ltd · 7.63%
Bharat Electronics Ltd · 6.87%
Adani Ports & Special Economic Zone Ltd · 6.13%
Mahindra & Mahindra Ltd · 4.90%
Top Sectors
—
Financial Services · 24.30%
Capital Goods · 11.53%
Automobile and Auto Components · 11.45%
Fixed Fee
2.50% / yr
1.75% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 0% / 0%
0% / 0% / 0%