Portfolio Management Services (PMS)Compare Schemes
Aurum Multiplier Portfolio vs Prithvi Balanced Portfolio
Add SchemeGrowth of ₹1 Crore
Aurum Multiplier Portfolio
Prithvi Balanced Portfolio
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
3.22%
6.38%
6 Months
21.55%
30.29%
1 Year
12.76%
21.45%
3 Years
17.77%
18.94%
5 Years
17.56%
—
Since Inception
17.72%
23.25%
Fund Age
6 yrs 8 mo
3 yrs 1 mo
AUM
₹42.03 Cr
₹185.04 Cr
Alpha – 1 Year
8.04%
16.73%
Alpha – 3 Years
5.68%
6.85%
Information Ratio – 3 Years
0.47
0.59
Volatility – 1 Year
28.82%
29.11%
Volatility – 3 Years
20.90%
25.42%
Beta – 1 Year
1.51
1.26
Beta – 3 Years
1.13
1.13
Sharpe Ratio – 1 Year
0.37
0.62
Sharpe Ratio – 3 Years
0.64
0.60
Worst Rolling Year
11.09%
18.95%
Value at Worst Rolling Year
₹1.11 Cr
₹1.19 Cr
Deepest Drawdown
−23.45%
−27.74%
Recovery Period
91 days
472 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
21.94%
20.62%
5-Year Rolling Windows Positive
100.00%
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Market-Cap Mix
—
—
Number of Stocks
—
40
Portfolio P/E
—
39.98
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%
Amara Raja Energy & Mobility Ltd · 7.91%
Sterling & Wilson Renewable Energy Ltd · 7.66%
Websol Energy System Ltd · 5.67%
Tega Industries Ltd · 5.44%
Gujarat Mineral Development Corporation Ltd · 4.76%
Top Sectors
—
—
Fixed Fee
2.50% / yr
0.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 0% / 0%
3% / 2% / 1%