Portfolio Management Services (PMS)Compare Schemes
Aurum Multiplier Portfolio vs PGIM India - Phoenix Portfolio
Add SchemeGrowth of ₹1 Crore
Aurum Multiplier Portfolio
PGIM India - Phoenix 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%
3.66%
6 Months
21.55%
18.51%
1 Year
12.76%
2.32%
3 Years
17.77%
8.56%
5 Years
17.56%
13.23%
Since Inception
17.72%
12.52%
Fund Age
6 yrs 8 mo
10 yrs
AUM
₹42.03 Cr
₹60.22 Cr
Alpha – 1 Year
8.04%
2.67%
Alpha – 3 Years
5.68%
−0.44%
Information Ratio – 3 Years
0.47
-0.03
Volatility – 1 Year
28.82%
27.56%
Volatility – 3 Years
20.90%
21.93%
Beta – 1 Year
1.51
1.33
Beta – 3 Years
1.13
1.17
Sharpe Ratio – 1 Year
0.37
0.01
Sharpe Ratio – 3 Years
0.64
0.24
Worst Rolling Year
11.09%
-13.90%
Value at Worst Rolling Year
₹1.11 Cr
₹0.86 Cr
Deepest Drawdown
−23.45%
−31.68%
Recovery Period
91 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
85.20%
Median Rolling Year
21.94%
15.12%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
—
M 3% · S 93%
Number of Stocks
—
26
Portfolio P/E
—
25.30
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%
Electronics Mart India Ltd · 4.99%
Gokaldas Exports Ltd · 4.97%
Cartrade Tech Ltd · 4.91%
Power Mech Projects Ltd · 4.75%
Sai Life Sciences Ltd · 4.50%
Top Sectors
—
Capital Goods · 18.77%
Financial Services · 14.27%
Consumer Services · 9.90%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 0% / 0%
3% / 2% / 1%