Portfolio Management Services (PMS)Compare Schemes
Aurum Multiplier Portfolio vs First Global - Indian Multi Asset Allocation
Add SchemeGrowth of ₹1 Crore
Aurum Multiplier Portfolio
First Global - Indian Multi Asset Allocation
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%
1.49%
6 Months
21.55%
−0.27%
1 Year
12.76%
7.71%
3 Years
17.77%
8.88%
5 Years
17.56%
8.76%
Since Inception
17.72%
13.52%
Fund Age
6 yrs 8 mo
6 yrs 6 mo
AUM
₹42.03 Cr
₹23.87 Cr
Alpha – 1 Year
8.04%
0.17%
Alpha – 3 Years
5.68%
−2.38%
Information Ratio – 3 Years
0.47
-0.16
Volatility – 1 Year
28.82%
13.29%
Volatility – 3 Years
20.90%
12.09%
Beta – 1 Year
1.51
1.31
Beta – 3 Years
1.13
1.39
Sharpe Ratio – 1 Year
0.37
0.23
Sharpe Ratio – 3 Years
0.64
0.33
Worst Rolling Year
11.09%
8.03%
Value at Worst Rolling Year
₹1.11 Cr
₹1.08 Cr
Deepest Drawdown
−23.45%
−16.96%
Recovery Period
91 days
334 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
21.94%
14.50%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
—
—
Number of Stocks
—
66
Portfolio P/E
—
19.43
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%
Nippon India ETF Gold BeES · 6.41%
ICICI Pru Banking and PSU Debt Fund - Direct (G) · 5.72%
ICICI Pru Dynamic Term Fund - Direct (G) · 5.72%
ICICI Pru Floating Interest Rates Fund-Direct (G) · 5.32%
Nippon India ETF Nifty Bank BeES · 4.01%
Top Sectors
—
—
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Variable Plan
Exit Load (Y1 / Y2 / Y3)
2% / 0% / 0%
0% / 0% / 0%