Portfolio Management Services (PMS)Compare Schemes
Aurum Multiplier Portfolio vs Equirus Securities - Long Horizon Fund
Add SchemeGrowth of ₹1 Crore
Aurum Multiplier Portfolio
Equirus Securities - Long Horizon Fund
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%
5.54%
6 Months
21.55%
29.52%
1 Year
12.76%
27.35%
3 Years
17.77%
14.30%
5 Years
17.56%
12.28%
Since Inception
17.72%
21.22%
Fund Age
6 yrs 8 mo
9 yrs 10 mo
AUM
₹42.03 Cr
₹374.43 Cr
Alpha – 1 Year
8.04%
22.63%
Alpha – 3 Years
5.68%
2.21%
Information Ratio – 3 Years
0.47
0.15
Volatility – 1 Year
28.82%
28.49%
Volatility – 3 Years
20.90%
24.50%
Beta – 1 Year
1.51
1.39
Beta – 3 Years
1.13
1.24
Sharpe Ratio – 1 Year
0.37
0.80
Sharpe Ratio – 3 Years
0.64
0.46
Worst Rolling Year
11.09%
-3.89%
Value at Worst Rolling Year
₹1.11 Cr
₹0.96 Cr
Deepest Drawdown
−23.45%
−30.92%
Recovery Period
91 days
484 days
1-Year Rolling Windows Positive
100.00%
98.76%
Median Rolling Year
21.94%
18.04%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
—
M 4% · S 95%
Number of Stocks
—
29
Portfolio P/E
—
36.10
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%
Thangamayil Jewellery Ltd · 13.33%
United Foodbrands Ltd · 7.09%
Jubilant Ingrevia Ltd · 5.22%
Arman Financial Services Ltd · 5.01%
Rane Holdings Ltd · 4.97%
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%
2% / 1% / 0%