Portfolio Management Services (PMS)Compare Schemes
Aurum Multiplier Portfolio vs Dezerv Strategic Holdings in Natural Elements (SHINE)
Add SchemeGrowth of ₹1 Crore
Aurum Multiplier Portfolio
Dezerv Strategic Holdings in Natural Elements (SHINE)
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%
8.74%
6 Months
21.55%
−3.23%
1 Year
12.76%
54.66%
3 Years
17.77%
—
5 Years
17.56%
—
Since Inception
17.72%
46.32%
Fund Age
6 yrs 8 mo
18 mo
AUM
₹42.03 Cr
₹186.08 Cr
Alpha – 1 Year
8.04%
47.12%
Alpha – 3 Years
5.68%
—
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
—
—
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%
—
Top Sectors
—
—
Fixed Fee
2.50% / yr
1.00% / yr
Performance Fee / Plan
Fixed Plan
10% of profit
Exit Load (Y1 / Y2 / Y3)
2% / 0% / 0%
0% / 0% / 0%