Portfolio Management Services (PMS)Compare Schemes
Aurum Multiplier Portfolio vs MoneyGrow Asset--Bespoke
Add SchemeGrowth of ₹1 Crore
Aurum Multiplier Portfolio
MoneyGrow Asset--Bespoke
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%
4.54%
6 Months
21.55%
22.22%
1 Year
12.76%
18.30%
3 Years
17.77%
15.67%
5 Years
17.56%
—
Since Inception
17.72%
20.11%
Fund Age
6 yrs 8 mo
3 yrs 4 mo
AUM
₹42.03 Cr
₹135.39 Cr
Alpha – 1 Year
8.04%
11.45%
Alpha – 3 Years
5.68%
4.63%
Information Ratio – 3 Years
0.47
—
Volatility – 1 Year
28.82%
34.13%
Volatility – 3 Years
20.90%
22.86%
Beta – 1 Year
1.51
2.68
Beta – 3 Years
1.13
—
Sharpe Ratio – 1 Year
0.37
0.49
Sharpe Ratio – 3 Years
0.64
0.52
Worst Rolling Year
11.09%
12.96%
Value at Worst Rolling Year
₹1.11 Cr
₹1.13 Cr
Deepest Drawdown
−23.45%
−27.31%
Recovery Period
91 days
77 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
21.94%
15.16%
5-Year Rolling Windows Positive
100.00%
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Market-Cap Mix
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—
Number of Stocks
—
—
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%
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Top Sectors
—
—
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 0% / 0%
3% / 2% / 1%