Portfolio Management Services (PMS)Compare Schemes
Aurum Multiplier Portfolio vs Electrum - Laureate Portfolio
Add SchemeGrowth of ₹1 Crore
Aurum Multiplier Portfolio
Electrum - Laureate Portfolio
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%
2.93%
6 Months
21.55%
27.08%
1 Year
12.76%
22.70%
3 Years
17.77%
18.13%
5 Years
17.56%
21.00%
Since Inception
17.72%
30.05%
Fund Age
6 yrs 8 mo
5 yrs 9 mo
AUM
₹42.03 Cr
₹670.5 Cr
Alpha – 1 Year
8.04%
17.98%
Alpha – 3 Years
5.68%
6.04%
Information Ratio – 3 Years
0.47
0.67
Volatility – 1 Year
28.82%
26.20%
Volatility – 3 Years
20.90%
22.70%
Beta – 1 Year
1.51
1.32
Beta – 3 Years
1.13
1.09
Sharpe Ratio – 1 Year
0.37
0.70
Sharpe Ratio – 3 Years
0.64
0.71
Worst Rolling Year
11.09%
15.94%
Value at Worst Rolling Year
₹1.11 Cr
₹1.16 Cr
Deepest Drawdown
−23.45%
−31.21%
Recovery Period
91 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
21.94%
25.64%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
—
S 95%
Number of Stocks
—
26
Portfolio P/E
—
27.00
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%
XPRO India Ltd
Ujjivan Small Finance Bank Ltd
Universal Cables Ltd
City Union Bank Ltd
Venus Pipes & Tubes Ltd
Top Sectors
—
Capital Goods · 22.92%
Consumer Services · 13.46%
Automobile and Auto Components · 12.68%
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 0% / 0%
2% / 0% / 0%