Portfolio Management Services (PMS)Compare Schemes
Aurum Multiplier Portfolio vs Green Portfolio - Special
Add SchemeGrowth of ₹1 Crore
Aurum Multiplier Portfolio
Green Portfolio - Special
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
3.22%
2.75%
6 Months
21.55%
26.95%
1 Year
12.76%
13.12%
3 Years
17.77%
17.80%
5 Years
17.56%
15.04%
Since Inception
17.72%
22.70%
Fund Age
6 yrs 8 mo
8 yrs
AUM
₹42.03 Cr
₹357.26 Cr
Alpha – 1 Year
8.04%
10.14%
Alpha – 3 Years
5.68%
5.90%
Information Ratio – 3 Years
0.47
0.31
Volatility – 1 Year
28.82%
32.38%
Volatility – 3 Years
20.90%
25.45%
Beta – 1 Year
1.51
1.68
Beta – 3 Years
1.13
1.37
Sharpe Ratio – 1 Year
0.37
0.36
Sharpe Ratio – 3 Years
0.64
0.56
Worst Rolling Year
11.09%
11.19%
Value at Worst Rolling Year
₹1.11 Cr
₹1.11 Cr
Deepest Drawdown
−23.45%
−26.50%
Recovery Period
91 days
80 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
21.94%
27.28%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
—
L 7% · M 19% · S 59%
Number of Stocks
—
42
Portfolio P/E
—
42.01
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%
Schaeffler India Ltd · 10.90%
Misc · 9.64%
HFCL Ltd · 5.73%
Sanghvi Movers Ltd · 4.28%
Tatva Chintan Pharma Chem Ltd · 4.14%
Top Sectors
—
—
Fixed Fee
2.50% / yr
2.25% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 0% / 0%
0% / 0% / 0%