Portfolio Management Services (PMS)Compare Schemes
Aurum Multiplier Portfolio vs Right Horizons - India Business Leaders
Add SchemeGrowth of ₹1 Crore
Aurum Multiplier Portfolio
Right Horizons - India Business Leaders
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%
3.11%
6 Months
21.55%
4.12%
1 Year
12.76%
−0.25%
3 Years
17.77%
10.95%
5 Years
17.56%
10.56%
Since Inception
17.72%
10.62%
Fund Age
6 yrs 8 mo
13 yrs 8 mo
AUM
₹42.03 Cr
₹41.22 Cr
Alpha – 1 Year
8.04%
0.18%
Alpha – 3 Years
5.68%
2.39%
Information Ratio – 3 Years
0.47
0.52
Volatility – 1 Year
28.82%
20.61%
Volatility – 3 Years
20.90%
17.57%
Beta – 1 Year
1.51
1.24
Beta – 3 Years
1.13
1.19
Sharpe Ratio – 1 Year
0.37
-0.18
Sharpe Ratio – 3 Years
0.64
0.46
Worst Rolling Year
11.09%
-10.52%
Value at Worst Rolling Year
₹1.11 Cr
₹0.89 Cr
Deepest Drawdown
−23.45%
−22.41%
Recovery Period
91 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
93.48%
Median Rolling Year
21.94%
12.26%
5-Year Rolling Windows Positive
100.00%
99.05%
Market-Cap Mix
—
L 70% · M 29%
Number of Stocks
—
25
Portfolio P/E
—
36.71
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%
Polycab India Ltd · 8.19%
Interglobe Aviation Ltd · 6.79%
ICICI Bank Ltd · 6.23%
Mahindra & Mahindra Ltd · 5.93%
Coforge Ltd · 5.37%
Top Sectors
—
Financial Services · 25.55%
Capital Goods · 16.03%
Services · 9.28%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 0% / 0%
2% / 1% / 0%