Portfolio Management Services (PMS)Compare Schemes
Aurum Multiplier Portfolio vs Fractal Capital - Opportunities
Add SchemeGrowth of ₹1 Crore
Aurum Multiplier Portfolio
Fractal Capital - Opportunities
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%
5.48%
6 Months
21.55%
13.51%
1 Year
12.76%
1.35%
3 Years
17.77%
13.26%
5 Years
17.56%
—
Since Inception
17.72%
19.28%
Fund Age
6 yrs 8 mo
4 yrs 2 mo
AUM
₹42.03 Cr
₹36.17 Cr
Alpha – 1 Year
8.04%
−3.37%
Alpha – 3 Years
5.68%
1.17%
Information Ratio – 3 Years
0.47
0.14
Volatility – 1 Year
28.82%
24.66%
Volatility – 3 Years
20.90%
18.82%
Beta – 1 Year
1.51
1.31
Beta – 3 Years
1.13
1.10
Sharpe Ratio – 1 Year
0.37
-0.05
Sharpe Ratio – 3 Years
0.64
0.48
Worst Rolling Year
11.09%
12.70%
Value at Worst Rolling Year
₹1.11 Cr
₹1.13 Cr
Deepest Drawdown
−23.45%
−26.89%
Recovery Period
91 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
21.94%
19.63%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
—
L 8% · M 16% · S 76%
Number of Stocks
—
24
Portfolio P/E
—
29.70
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%
Windlas Biotech Ltd · 0.00%
Galaxy Surfactants Ltd · 0.00%
Indigo Paints Ltd · 0.00%
Krishna Institute of Medical Sciences Ltd · 0.00%
Tracxn Technologies Ltd · 0.00%
Top Sectors
—
—
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 0% / 0%
3% / 2% / 1%