Portfolio Management Services (PMS)Compare Schemes
Aurum Multiplier Portfolio vs Equentis Multi-Cap Portfolio
Add SchemeGrowth of ₹1 Crore
Aurum Multiplier Portfolio
Equentis Multi-Cap 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%
1.89%
6 Months
21.55%
6.49%
1 Year
12.76%
7.74%
3 Years
17.77%
—
5 Years
17.56%
—
Since Inception
17.72%
3.50%
Fund Age
6 yrs 8 mo
18 mo
AUM
₹42.03 Cr
₹90.44 Cr
Alpha – 1 Year
8.04%
8.09%
Alpha – 3 Years
5.68%
—
Information Ratio – 3 Years
0.47
—
Volatility – 1 Year
28.82%
16.04%
Volatility – 3 Years
20.90%
—
Beta – 1 Year
1.51
0.97
Beta – 3 Years
1.13
—
Sharpe Ratio – 1 Year
0.37
0.21
Sharpe Ratio – 3 Years
0.64
—
Worst Rolling Year
11.09%
—
Value at Worst Rolling Year
₹1.11 Cr
—
Deepest Drawdown
−23.45%
−13.86%
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%
—
Market-Cap Mix
—
L 40% · M 23% · S 27%
Number of Stocks
—
110
Portfolio P/E
—
36.94
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%
Cash & Cash Equivalent · 7.82%
State Bank of India · 3.75%
ICICI Bank Ltd · 3.24%
SBI Funds Management Ltd · 3.19%
Nippon India ETF Nifty PSU Bank BeES · 3.14%
Top Sectors
—
Financial Services · 32.15%
Healthcare · 9.55%
Consumer Services · 8.50%
Fixed Fee
2.50% / yr
2.25% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 0% / 0%
3% / 2% / 1%