Portfolio Management Services (PMS)Compare Schemes
Aurum Multiplier Portfolio vs Hanut - Fundamental Quant
Add SchemeGrowth of ₹1 Crore
Aurum Multiplier Portfolio
Hanut - Fundamental Quant
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%
3.57%
6 Months
21.55%
13.27%
1 Year
12.76%
19.25%
3 Years
17.77%
19.26%
5 Years
17.56%
12.69%
Since Inception
17.72%
18.49%
Fund Age
6 yrs 8 mo
7 yrs 3 mo
AUM
₹42.03 Cr
₹40.18 Cr
Alpha – 1 Year
8.04%
14.53%
Alpha – 3 Years
5.68%
7.17%
Information Ratio – 3 Years
0.47
0.70
Volatility – 1 Year
28.82%
26.49%
Volatility – 3 Years
20.90%
18.75%
Beta – 1 Year
1.51
1.37
Beta – 3 Years
1.13
1.06
Sharpe Ratio – 1 Year
0.37
0.59
Sharpe Ratio – 3 Years
0.64
0.71
Worst Rolling Year
11.09%
12.14%
Value at Worst Rolling Year
₹1.11 Cr
₹1.12 Cr
Deepest Drawdown
−23.45%
−15.45%
Recovery Period
91 days
24 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
21.94%
20.15%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
—
L 13% · M 41% · S 44%
Number of Stocks
—
36
Portfolio P/E
—
41.94
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%
Netweb Technologies India Ltd · 6.67%
Multi Commodity Exchange of India Ltd · 5.86%
GE Vernova T&D India Ltd · 5.56%
National Aluminium Company Ltd · 5.33%
Data Patterns (India) Ltd · 4.35%
Top Sectors
—
Financial Services · 35.90%
Capital Goods · 24.06%
Realty · 10.12%
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 0% / 0%
2% / 1% / 0%