Portfolio Management Services (PMS)Compare Schemes
Aurum Multiplier Portfolio vs ICICI Prudential - Contra Portfolio
Add SchemeGrowth of ₹1 Crore
Aurum Multiplier Portfolio
ICICI Prudential - Contra Portfolio
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%
0.77%
6 Months
21.55%
0.72%
1 Year
12.76%
7.26%
3 Years
17.77%
15.71%
5 Years
17.56%
16.27%
Since Inception
17.72%
18.01%
Fund Age
6 yrs 8 mo
7 yrs 11 mo
AUM
₹42.03 Cr
₹14,208.27 Cr
Alpha – 1 Year
8.04%
2.54%
Alpha – 3 Years
5.68%
3.62%
Information Ratio – 3 Years
0.47
0.79
Volatility – 1 Year
28.82%
16.69%
Volatility – 3 Years
20.90%
15.09%
Beta – 1 Year
1.51
0.95
Beta – 3 Years
1.13
0.95
Sharpe Ratio – 1 Year
0.37
0.18
Sharpe Ratio – 3 Years
0.64
0.70
Worst Rolling Year
11.09%
12.54%
Value at Worst Rolling Year
₹1.11 Cr
₹1.13 Cr
Deepest Drawdown
−23.45%
−18.56%
Recovery Period
91 days
241 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
21.94%
23.70%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
—
L 68% · M 7% · S 24%
Number of Stocks
—
42
Portfolio P/E
—
25.76
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%
Bharti Airtel Ltd · 6.77%
Tata Steel Ltd · 4.97%
Eternal Ltd · 4.94%
Larsen & Toubro Ltd · 4.75%
ICICI Bank Ltd · 4.64%
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%
1% / 0% / 0%