Portfolio Management Services (PMS)Compare Schemes
Aurum Multiplier Portfolio vs Nippon - High Conviction Equity - HCEP
Add SchemeGrowth of ₹1 Crore
Aurum Multiplier Portfolio
Nippon - High Conviction Equity - HCEP
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
3.22%
3.27%
6 Months
21.55%
6.66%
1 Year
12.76%
7.95%
3 Years
17.77%
14.01%
5 Years
17.56%
12.40%
Since Inception
17.72%
16.07%
Fund Age
6 yrs 8 mo
12 yrs 5 mo
AUM
₹42.03 Cr
₹27.98 Cr
Alpha – 1 Year
8.04%
3.23%
Alpha – 3 Years
5.68%
1.92%
Information Ratio – 3 Years
0.47
0.55
Volatility – 1 Year
28.82%
16.42%
Volatility – 3 Years
20.90%
14.36%
Beta – 1 Year
1.51
0.92
Beta – 3 Years
1.13
0.91
Sharpe Ratio – 1 Year
0.37
0.15
Sharpe Ratio – 3 Years
0.64
0.63
Worst Rolling Year
11.09%
-4.39%
Value at Worst Rolling Year
₹1.11 Cr
₹0.96 Cr
Deepest Drawdown
−23.45%
−17.36%
Recovery Period
91 days
532 days
1-Year Rolling Windows Positive
100.00%
97.43%
Median Rolling Year
21.94%
15.67%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
—
L 25% · M 6% · S 37%
Number of Stocks
—
30
Portfolio P/E
—
29.90
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%
Other Equity · 23.87%
Cash & Cash Equivalent · 8.88%
Titan Company Ltd · 4.90%
ICICI Bank Ltd · 4.04%
Neuland Laboratories Ltd · 3.20%
Top Sectors
—
Financial Services · 26.05%
Healthcare · 7.72%
Oil, Gas & Consumable Fuels · 5.34%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 0% / 0%
2% / 0% / 0%