Portfolio Management Services (PMS)Compare Schemes
Aurum Multiplier Portfolio vs Roha Asset Managers - Emerging Champion
Add SchemeGrowth of ₹1 Crore
Aurum Multiplier Portfolio
Roha Asset Managers - Emerging Champion
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%
0.18%
6 Months
21.55%
10.94%
1 Year
12.76%
1.03%
3 Years
17.77%
11.45%
5 Years
17.56%
15.19%
Since Inception
17.72%
27.03%
Fund Age
6 yrs 8 mo
5 yrs 11 mo
AUM
₹42.03 Cr
₹298.71 Cr
Alpha – 1 Year
8.04%
−3.69%
Alpha – 3 Years
5.68%
−0.64%
Information Ratio – 3 Years
0.47
-0.04
Volatility – 1 Year
28.82%
27.68%
Volatility – 3 Years
20.90%
23.40%
Beta – 1 Year
1.51
1.45
Beta – 3 Years
1.13
1.22
Sharpe Ratio – 1 Year
0.37
-0.03
Sharpe Ratio – 3 Years
0.64
0.35
Worst Rolling Year
11.09%
—
Value at Worst Rolling Year
₹1.11 Cr
—
Deepest Drawdown
−23.45%
—
Recovery Period
91 days
—
1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
21.94%
—
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
—
L 2% · M 2% · S 86%
Number of Stocks
—
36
Portfolio P/E
—
23.57
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%
Time Technoplast Ltd · 6.82%
Entero Healthcare Solutions Ltd · 5.11%
Shankara Buildpro Ltd · 5.05%
Sharda Cropchem Ltd · 4.83%
Tips Music Ltd · 4.41%
Top Sectors
—
Capital Goods · 19.99%
Financial Services · 17.06%
Construction · 11.12%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 0% / 0%
1% / 0% / 0%