Portfolio Management Services (PMS)Compare Schemes
Aurum Multiplier Portfolio vs Purnartha One Strategy
Add SchemeGrowth of ₹1 Crore
Aurum Multiplier Portfolio
Purnartha One Strategy
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%
−1.07%
6 Months
21.55%
4.90%
1 Year
12.76%
8.20%
3 Years
17.77%
—
5 Years
17.56%
—
Since Inception
17.72%
8.35%
Fund Age
6 yrs 8 mo
2 yrs 11 mo
AUM
₹42.03 Cr
₹5.79 Cr
Alpha – 1 Year
8.04%
1.34%
Alpha – 3 Years
5.68%
—
Information Ratio – 3 Years
0.47
—
Volatility – 1 Year
28.82%
14.87%
Volatility – 3 Years
20.90%
11.97%
Beta – 1 Year
1.51
1.50
Beta – 3 Years
1.13
—
Sharpe Ratio – 1 Year
0.37
0.25
Sharpe Ratio – 3 Years
0.64
0.34
Worst Rolling Year
11.09%
—
Value at Worst Rolling Year
₹1.11 Cr
—
Deepest Drawdown
−23.45%
−10.35%
Recovery Period
91 days
92 days
1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
21.94%
—
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
—
L 23% · M 8% · S 15%
Number of Stocks
—
—
Portfolio P/E
—
20.01
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%
Max Healthcare Institute Ltd · 0.00%
Titagarh Rail Systems Ltd · 0.00%
Lloyds Metals & Energy Ltd · 0.00%
Titagarh Rail Systems Ltd · 0.00%
Coforge Ltd · 0.00%
Top Sectors
—
—
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
20% of profit, above 25%
Exit Load (Y1 / Y2 / Y3)
2% / 0% / 0%
3% / 2% / 1%