Portfolio Management Services (PMS)Compare Schemes
Aurum Multiplier Portfolio vs Oro-alpha compounders
Add SchemeGrowth of ₹1 Crore
Aurum Multiplier Portfolio
Oro-alpha compounders
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%
2.98%
6 Months
21.55%
−0.13%
1 Year
12.76%
−2.80%
3 Years
17.77%
13.20%
5 Years
17.56%
—
Since Inception
17.72%
13.51%
Fund Age
6 yrs 8 mo
3 yrs 8 mo
AUM
₹42.03 Cr
₹30.6 Cr
Alpha – 1 Year
8.04%
−5.78%
Alpha – 3 Years
5.68%
1.30%
Information Ratio – 3 Years
0.47
0.16
Volatility – 1 Year
28.82%
16.62%
Volatility – 3 Years
20.90%
16.99%
Beta – 1 Year
1.51
0.93
Beta – 3 Years
1.13
1.05
Sharpe Ratio – 1 Year
0.37
-0.42
Sharpe Ratio – 3 Years
0.64
0.50
Worst Rolling Year
11.09%
13.00%
Value at Worst Rolling Year
₹1.11 Cr
₹1.13 Cr
Deepest Drawdown
−23.45%
−20.23%
Recovery Period
91 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
21.94%
17.04%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
—
L 44% · M 26% · S 17%
Number of Stocks
—
24
Portfolio P/E
—
32.10
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%
Cash & Cash Equivalent · 12.60%
HDFC Bank Ltd · 4.89%
Bharat Electronics Ltd · 4.63%
Shriram Finance Ltd · 4.62%
Oil India Ltd · 4.57%
Top Sectors
—
Financial Services · 17.33%
Capital Goods · 15.46%
Information Technology · 9.89%
Fixed Fee
2.50% / yr
1.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 0% / 0%
0% / 0% / 0%