Portfolio Management Services (PMS)Compare Schemes
Aurum Multiplier Portfolio vs Himalaya - EverFlow India Opportunities
Add SchemeGrowth of ₹1 Crore
Aurum Multiplier Portfolio
Himalaya - EverFlow India 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%
2.85%
6 Months
21.55%
22.81%
1 Year
12.76%
15.74%
3 Years
17.77%
19.34%
5 Years
17.56%
—
Since Inception
17.72%
24.49%
Fund Age
6 yrs 8 mo
3 yrs 3 mo
AUM
₹42.03 Cr
₹446.96 Cr
Alpha – 1 Year
8.04%
11.02%
Alpha – 3 Years
5.68%
7.25%
Information Ratio – 3 Years
0.47
0.86
Volatility – 1 Year
28.82%
23.09%
Volatility – 3 Years
20.90%
17.79%
Beta – 1 Year
1.51
1.11
Beta – 3 Years
1.13
0.93
Sharpe Ratio – 1 Year
0.37
0.51
Sharpe Ratio – 3 Years
0.64
0.79
Worst Rolling Year
11.09%
19.32%
Value at Worst Rolling Year
₹1.11 Cr
₹1.19 Cr
Deepest Drawdown
−23.45%
−18.72%
Recovery Period
91 days
46 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
21.94%
21.74%
5-Year Rolling Windows Positive
100.00%
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Market-Cap Mix
—
L 19% · S 80%
Number of Stocks
—
30
Portfolio P/E
—
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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%
—
Top Sectors
—
Financial Services · 25.49%
Healthcare · 24.18%
Consumer Services · 12.89%
Fixed Fee
2.50% / yr
—
Performance Fee / Plan
Fixed Plan
—
Exit Load (Y1 / Y2 / Y3)
2% / 0% / 0%
—