Portfolio Management Services (PMS)Compare Schemes
Aurum Multiplier Portfolio vs Purnartha Vision Strategy
Add SchemeGrowth of ₹1 Crore
Aurum Multiplier Portfolio
Purnartha Vision 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%
5.60%
6 Months
21.55%
9.69%
1 Year
12.76%
14.36%
3 Years
17.77%
13.50%
5 Years
17.56%
8.53%
Since Inception
17.72%
11.34%
Fund Age
6 yrs 8 mo
5 yrs 5 mo
AUM
₹42.03 Cr
₹190.75 Cr
Alpha – 1 Year
8.04%
9.64%
Alpha – 3 Years
5.68%
1.41%
Information Ratio – 3 Years
0.47
0.20
Volatility – 1 Year
28.82%
24.59%
Volatility – 3 Years
20.90%
18.73%
Beta – 1 Year
1.51
1.16
Beta – 3 Years
1.13
1.03
Sharpe Ratio – 1 Year
0.37
0.44
Sharpe Ratio – 3 Years
0.64
0.52
Worst Rolling Year
11.09%
8.91%
Value at Worst Rolling Year
₹1.11 Cr
₹1.09 Cr
Deepest Drawdown
−23.45%
−18.32%
Recovery Period
91 days
549 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
21.94%
13.01%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
—
L 16% · M 12% · S 39%
Number of Stocks
—
—
Portfolio P/E
—
25.84
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%
Suzlon Energy Ltd · 0.00%
Pricol Ltd · 0.00%
Bajaj Finance Ltd · 0.00%
Yatharth Hospital & Trauma Care Services Ltd · 0.00%
Finolex Cables 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%