Portfolio Management Services (PMS)Compare Schemes
Aurum Multiplier Portfolio vs Enam India Vision Portfolio
Add SchemeGrowth of ₹1 Crore
Aurum Multiplier Portfolio
Enam India Vision Portfolio
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%
1.68%
6 Months
21.55%
12.22%
1 Year
12.76%
16.41%
3 Years
17.77%
12.88%
5 Years
17.56%
—
Since Inception
17.72%
15.20%
Fund Age
6 yrs 8 mo
3 yrs 7 mo
AUM
₹42.03 Cr
₹890.3 Cr
Alpha – 1 Year
8.04%
11.69%
Alpha – 3 Years
5.68%
0.79%
Information Ratio – 3 Years
0.47
0.11
Volatility – 1 Year
28.82%
18.16%
Volatility – 3 Years
20.90%
14.87%
Beta – 1 Year
1.51
0.92
Beta – 3 Years
1.13
0.86
Sharpe Ratio – 1 Year
0.37
0.64
Sharpe Ratio – 3 Years
0.64
0.54
Worst Rolling Year
11.09%
11.39%
Value at Worst Rolling Year
₹1.11 Cr
₹1.11 Cr
Deepest Drawdown
−23.45%
−18.04%
Recovery Period
91 days
487 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
21.94%
13.55%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
—
L 31% · M 50% · S 18%
Number of Stocks
—
20
Portfolio P/E
—
33.00
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%
Piramal Finance Ltd · 10.75%
Aegis Logistics Ltd · 8.94%
Emcure Pharmaceuticals Ltd · 7.58%
Glenmark Pharmaceuticals Ltd · 7.51%
Bharti Airtel Ltd · 6.89%
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%
0% / 0% / 0%