Portfolio Management Services (PMS)Compare Schemes
Aurum Multiplier Portfolio vs NJ-Freedom ETF Portfolio
Add SchemeGrowth of ₹1 Crore
Aurum Multiplier Portfolio
NJ-Freedom ETF Portfolio
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%
−0.13%
6 Months
21.55%
1.78%
1 Year
12.76%
6.32%
3 Years
17.77%
11.40%
5 Years
17.56%
9.32%
Since Inception
17.72%
10.72%
Fund Age
6 yrs 8 mo
8 yrs 5 mo
AUM
₹42.03 Cr
₹314.17 Cr
Alpha – 1 Year
8.04%
6.67%
Alpha – 3 Years
5.68%
2.41%
Information Ratio – 3 Years
0.47
0.48
Volatility – 1 Year
28.82%
17.96%
Volatility – 3 Years
20.90%
15.53%
Beta – 1 Year
1.51
1.09
Beta – 3 Years
1.13
1.08
Sharpe Ratio – 1 Year
0.37
0.13
Sharpe Ratio – 3 Years
0.64
0.44
Worst Rolling Year
11.09%
7.40%
Value at Worst Rolling Year
₹1.11 Cr
₹1.07 Cr
Deepest Drawdown
−23.45%
−19.45%
Recovery Period
91 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
21.94%
15.48%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
—
L 66% · M 32% · S 1%
Number of Stocks
—
3
Portfolio P/E
—
—
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%
Nippon India ETF Nifty 50 BeES · 41.19%
Nippon India ETF Nifty Midcap 150 · 32.64%
Nippon India ETF Nifty Next 50 Junior BeES · 25.82%
Cash & Cash Equivalent · 0.35%
Top Sectors
—
Financial Services · 29.09%
Capital Goods · 9.22%
Automobile and Auto Components · 7.56%
Fixed Fee
2.50% / yr
1.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 0% / 0%
1% / 0% / 0%