Portfolio Management Services (PMS)Compare Schemes
Aurum Multiplier Portfolio vs Narnolia - MultiCap Strategy
Add SchemeGrowth of ₹1 Crore
Aurum Multiplier Portfolio
Narnolia - MultiCap Strategy
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
3.22%
−0.96%
6 Months
21.55%
0.48%
1 Year
12.76%
5.92%
3 Years
17.77%
7.42%
5 Years
17.56%
7.02%
Since Inception
17.72%
14.49%
Fund Age
6 yrs 8 mo
14 yrs 5 mo
AUM
₹42.03 Cr
₹332.27 Cr
Alpha – 1 Year
8.04%
6.27%
Alpha – 3 Years
5.68%
−1.58%
Information Ratio – 3 Years
0.47
-0.22
Volatility – 1 Year
28.82%
17.19%
Volatility – 3 Years
20.90%
15.80%
Beta – 1 Year
1.51
1.07
Beta – 3 Years
1.13
1.06
Sharpe Ratio – 1 Year
0.37
0.12
Sharpe Ratio – 3 Years
0.64
0.21
Worst Rolling Year
11.09%
-8.23%
Value at Worst Rolling Year
₹1.11 Cr
₹0.92 Cr
Deepest Drawdown
−23.45%
−19.80%
Recovery Period
91 days
265 days
1-Year Rolling Windows Positive
100.00%
95.19%
Median Rolling Year
21.94%
13.21%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
—
L 58% · M 13% · S 28%
Number of Stocks
—
27
Portfolio P/E
—
36.45
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%
State Bank of India · 7.90%
Mahindra & Mahindra Ltd · 7.67%
HDFC Bank Ltd · 6.51%
Larsen & Toubro Ltd · 5.65%
Reliance Industries Ltd · 5.51%
Top Sectors
—
Financial Services · 33.32%
Automobile and Auto Components · 15.10%
Fast Moving Consumer Goods · 7.43%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 0% / 0%
1% / 0% / 0%