Portfolio Management Services (PMS)Compare Schemes
Aurum Multiplier Portfolio vs Citrus Midcap Marvels
Add SchemeGrowth of ₹1 Crore
Aurum Multiplier Portfolio
Citrus Midcap Marvels
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%
−0.33%
6 Months
21.55%
18.87%
1 Year
12.76%
8.88%
3 Years
17.77%
5.83%
5 Years
17.56%
—
Since Inception
17.72%
5.95%
Fund Age
6 yrs 8 mo
3 yrs
AUM
₹42.03 Cr
₹34.2 Cr
Alpha – 1 Year
8.04%
4.16%
Alpha – 3 Years
5.68%
−6.26%
Information Ratio – 3 Years
0.47
—
Volatility – 1 Year
28.82%
—
Volatility – 3 Years
20.90%
—
Beta – 1 Year
1.51
—
Beta – 3 Years
1.13
—
Sharpe Ratio – 1 Year
0.37
—
Sharpe Ratio – 3 Years
0.64
—
Worst Rolling Year
11.09%
—
Value at Worst Rolling Year
₹1.11 Cr
—
Deepest Drawdown
−23.45%
—
Recovery Period
91 days
—
1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
21.94%
—
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
—
M 24% · S 69%
Number of Stocks
—
—
Portfolio P/E
—
—
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%
Jana Small Finance Bank Ltd · 5.14%
Deepak Fertilisers & Petrochemicals Corp Ltd · 4.81%
Thyrocare Technologies Ltd · 4.74%
Gokaldas Exports Ltd · 4.70%
PNB Housing Finance Ltd · 4.48%
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%
2% / 1% / –