Portfolio Management Services (PMS)Compare Schemes
Aurum Multiplier Portfolio vs IFM Flexicap Growth Fund
Add SchemeGrowth of ₹1 Crore
Aurum Multiplier Portfolio
IFM Flexicap Growth 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%
1.96%
6 Months
21.55%
11.95%
1 Year
12.76%
7.86%
3 Years
17.77%
—
5 Years
17.56%
—
Since Inception
17.72%
0.34%
Fund Age
6 yrs 8 mo
13 mo
AUM
₹42.03 Cr
₹18.23 Cr
Alpha – 1 Year
8.04%
3.14%
Alpha – 3 Years
5.68%
—
Information Ratio – 3 Years
0.47
—
Volatility – 1 Year
28.82%
25.09%
Volatility – 3 Years
20.90%
—
Beta – 1 Year
1.51
1.36
Beta – 3 Years
1.13
—
Sharpe Ratio – 1 Year
0.37
0.20
Sharpe Ratio – 3 Years
0.64
—
Worst Rolling Year
11.09%
—
Value at Worst Rolling Year
₹1.11 Cr
—
Deepest Drawdown
−23.45%
−18.22%
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 48% · M 3% · S 35%
Number of Stocks
—
13
Portfolio P/E
—
14.34
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%
Hindustan Zinc Ltd · 10.66%
Aditya Birla Sun Life AMC Ltd · 10.61%
Punjab National Bank · 10.46%
Mahindra & Mahindra Ltd · 9.56%
State Bank of India · 9.31%
Top Sectors
—
Financial Services · 65.83%
Metals & Mining · 10.66%
Automobile and Auto Components · 9.56%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 0% / 0%
—