Portfolio Management Services (PMS)Compare Schemes
Aurum Multiplier Portfolio vs NJ - Bluechip
Add SchemeGrowth of ₹1 Crore
Aurum Multiplier Portfolio
NJ - Bluechip
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%
−1.21%
6 Months
21.55%
5.09%
1 Year
12.76%
0.26%
3 Years
17.77%
9.53%
5 Years
17.56%
5.40%
Since Inception
17.72%
12.09%
Fund Age
6 yrs 8 mo
8 yrs 5 mo
AUM
₹42.03 Cr
₹1,644.09 Cr
Alpha – 1 Year
8.04%
0.61%
Alpha – 3 Years
5.68%
0.54%
Information Ratio – 3 Years
0.47
0.06
Volatility – 1 Year
28.82%
17.94%
Volatility – 3 Years
20.90%
17.25%
Beta – 1 Year
1.51
1.03
Beta – 3 Years
1.13
1.11
Sharpe Ratio – 1 Year
0.37
-0.20
Sharpe Ratio – 3 Years
0.64
0.31
Worst Rolling Year
11.09%
2.29%
Value at Worst Rolling Year
₹1.11 Cr
₹1.02 Cr
Deepest Drawdown
−23.45%
−21.60%
Recovery Period
91 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
21.94%
16.16%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
—
L 49% · M 36% · S 14%
Number of Stocks
—
20
Portfolio P/E
—
34.38
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%
Bajaj Auto Ltd · 8.58%
Hindustan Aeronautics Ltd · 7.96%
Nippon Life India Asset Management Ltd · 7.30%
Coromandel International Ltd · 6.87%
Coforge Ltd · 6.87%
Top Sectors
—
Financial Services · 26.34%
Fast Moving Consumer Goods · 17.98%
Capital Goods · 14.07%
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%