Portfolio Management Services (PMS)Compare Schemes
Aurum Multiplier Portfolio vs GREEN PORTFOLIO - The Green Ethical Fund
Add SchemeGrowth of ₹1 Crore
Aurum Multiplier Portfolio
GREEN PORTFOLIO - The Green Ethical 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%
3.65%
6 Months
21.55%
36.06%
1 Year
12.76%
18.40%
3 Years
17.77%
—
5 Years
17.56%
—
Since Inception
17.72%
10.79%
Fund Age
6 yrs 8 mo
2 yrs 1 mo
AUM
₹42.03 Cr
₹36.18 Cr
Alpha – 1 Year
8.04%
15.42%
Alpha – 3 Years
5.68%
—
Information Ratio – 3 Years
0.47
—
Volatility – 1 Year
28.82%
30.13%
Volatility – 3 Years
20.90%
—
Beta – 1 Year
1.51
1.44
Beta – 3 Years
1.13
—
Sharpe Ratio – 1 Year
0.37
0.51
Sharpe Ratio – 3 Years
0.64
—
Worst Rolling Year
11.09%
—
Value at Worst Rolling Year
₹1.11 Cr
—
Deepest Drawdown
−23.45%
−21.62%
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 28% · M 20% · S 30%
Number of Stocks
—
41
Portfolio P/E
—
38.26
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 · 8.37%
HFCL Ltd · 8.02%
Bharat Forge Ltd · 5.67%
Kalyani Steels Ltd · 4.38%
Steel Strips Wheels Ltd · 4.28%
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%