Portfolio Management Services (PMS)Compare Schemes
Aurum Multiplier Portfolio vs Dynamic Equities-Bluechip
Add SchemeGrowth of ₹1 Crore
Aurum Multiplier Portfolio
Dynamic Equities-Bluechip
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%
7.20%
6 Months
21.55%
17.44%
1 Year
12.76%
18.10%
3 Years
17.77%
—
5 Years
17.56%
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Since Inception
17.72%
21.12%
Fund Age
6 yrs 8 mo
2 yrs 5 mo
AUM
₹42.03 Cr
₹83.78 Cr
Alpha – 1 Year
8.04%
18.45%
Alpha – 3 Years
5.68%
—
Information Ratio – 3 Years
0.47
—
Volatility – 1 Year
28.82%
19.94%
Volatility – 3 Years
20.90%
—
Beta – 1 Year
1.51
0.87
Beta – 3 Years
1.13
—
Sharpe Ratio – 1 Year
0.37
0.66
Sharpe Ratio – 3 Years
0.64
—
Worst Rolling Year
11.09%
—
Value at Worst Rolling Year
₹1.11 Cr
—
Deepest Drawdown
−23.45%
−12.14%
Recovery Period
91 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
21.94%
—
5-Year Rolling Windows Positive
100.00%
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Market-Cap Mix
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Number of Stocks
—
24
Portfolio P/E
—
53.08
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%
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Top Sectors
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Fixed Fee
2.50% / yr
—
Performance Fee / Plan
Fixed Plan
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Exit Load (Y1 / Y2 / Y3)
2% / 0% / 0%
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