Portfolio Management Services (PMS)Compare Schemes
Aurum Multiplier Portfolio vs Green Portfolio - The Impact ESG Fund
Add SchemeGrowth of ₹1 Crore
Aurum Multiplier Portfolio
Green Portfolio - The Impact ESG Fund
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%
−3.33%
6 Months
21.55%
24.60%
1 Year
12.76%
7.56%
3 Years
17.77%
20.98%
5 Years
17.56%
—
Since Inception
17.72%
24.10%
Fund Age
6 yrs 8 mo
4 yrs 4 mo
AUM
₹42.03 Cr
₹3.89 Cr
Alpha – 1 Year
8.04%
4.58%
Alpha – 3 Years
5.68%
9.08%
Information Ratio – 3 Years
0.47
0.07
Volatility – 1 Year
28.82%
32.74%
Volatility – 3 Years
20.90%
27.24%
Beta – 1 Year
1.51
1.49
Beta – 3 Years
1.13
1.30
Sharpe Ratio – 1 Year
0.37
0.20
Sharpe Ratio – 3 Years
0.64
0.49
Worst Rolling Year
11.09%
17.91%
Value at Worst Rolling Year
₹1.11 Cr
₹1.18 Cr
Deepest Drawdown
−23.45%
−34.40%
Recovery Period
91 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
21.94%
25.17%
5-Year Rolling Windows Positive
100.00%
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Market-Cap Mix
—
—
Number of Stocks
—
27
Portfolio P/E
—
52.77
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%
Time Technoplast Ltd · 10.10%
HFCL Ltd · 8.63%
Coastal Corporation Ltd · 7.30%
Antony Waste Handling Cell Ltd · 7.04%
S P Apparels Ltd · 6.67%
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%