Portfolio Management Services (PMS)Compare Schemes
Aurum Multiplier Portfolio vs JM Financial - Focus
Add SchemeGrowth of ₹1 Crore
Aurum Multiplier Portfolio
JM Financial - Focus
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%
1.03%
6 Months
21.55%
6.82%
1 Year
12.76%
3.42%
3 Years
17.77%
13.55%
5 Years
17.56%
9.47%
Since Inception
17.72%
15.08%
Fund Age
6 yrs 8 mo
13 yrs 9 mo
AUM
₹42.03 Cr
₹319.05 Cr
Alpha – 1 Year
8.04%
0.44%
Alpha – 3 Years
5.68%
1.66%
Information Ratio – 3 Years
0.47
0.24
Volatility – 1 Year
28.82%
13.79%
Volatility – 3 Years
20.90%
15.92%
Beta – 1 Year
1.51
0.75
Beta – 3 Years
1.13
0.91
Sharpe Ratio – 1 Year
0.37
-0.08
Sharpe Ratio – 3 Years
0.64
0.53
Worst Rolling Year
11.09%
—
Value at Worst Rolling Year
₹1.11 Cr
—
Deepest Drawdown
−23.45%
−20.24%
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 63% · M 12% · S 18%
Number of Stocks
—
49
Portfolio P/E
—
33.08
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%
ICICI Bank Ltd · 6.48%
HDFC Bank Ltd · 5.81%
Axis Bank Ltd · 5.40%
Divis Laboratories Ltd · 5.04%
Pidilite Industries Ltd · 4.93%
Top Sectors
—
Capital Goods · 25.27%
Financial Services · 18.78%
Healthcare · 14.56%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 0% / 0%
3% / 2% / 0%