Portfolio Management Services (PMS)Compare Schemes
Aurum Multiplier Portfolio vs Emkay Investments - Capital Builder
Add SchemeGrowth of ₹1 Crore
Aurum Multiplier Portfolio
Emkay Investments - Capital Builder
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
3.22%
1.99%
6 Months
21.55%
8.53%
1 Year
12.76%
11.64%
3 Years
17.77%
17.19%
5 Years
17.56%
15.63%
Since Inception
17.72%
16.41%
Fund Age
6 yrs 8 mo
13 yrs 4 mo
AUM
₹42.03 Cr
₹575.07 Cr
Alpha – 1 Year
8.04%
6.92%
Alpha – 3 Years
5.68%
5.10%
Information Ratio – 3 Years
0.47
0.78
Volatility – 1 Year
28.82%
17.51%
Volatility – 3 Years
20.90%
14.23%
Beta – 1 Year
1.51
0.92
Beta – 3 Years
1.13
0.84
Sharpe Ratio – 1 Year
0.37
0.42
Sharpe Ratio – 3 Years
0.64
0.84
Worst Rolling Year
11.09%
-7.95%
Value at Worst Rolling Year
₹1.11 Cr
₹0.92 Cr
Deepest Drawdown
−23.45%
−14.61%
Recovery Period
91 days
122 days
1-Year Rolling Windows Positive
100.00%
93.59%
Median Rolling Year
21.94%
16.55%
5-Year Rolling Windows Positive
100.00%
99.01%
Market-Cap Mix
—
L 61% · M 15% · S 25%
Number of Stocks
—
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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%
Divis Laboratories Ltd · 8.60%
ICICI Bank Ltd · 8.10%
HDFC Bank Ltd · 7.60%
Federal Bank Ltd · 7.20%
Eternal Ltd · 6.20%
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%
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