Portfolio Management Services (PMS)Compare Schemes
Aurum Multiplier Portfolio vs SageOne - Smallcap Portfolio
Add SchemeGrowth of ₹1 Crore
Aurum Multiplier Portfolio
SageOne - Smallcap Portfolio
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%
0.91%
6 Months
21.55%
22.17%
1 Year
12.76%
13.49%
3 Years
17.77%
12.21%
5 Years
17.56%
11.23%
Since Inception
17.72%
22.14%
Fund Age
6 yrs 8 mo
7 yrs 4 mo
AUM
₹42.03 Cr
₹1,280.4 Cr
Alpha – 1 Year
8.04%
8.77%
Alpha – 3 Years
5.68%
0.12%
Information Ratio – 3 Years
0.47
0.01
Volatility – 1 Year
28.82%
24.60%
Volatility – 3 Years
20.90%
22.41%
Beta – 1 Year
1.51
1.20
Beta – 3 Years
1.13
1.15
Sharpe Ratio – 1 Year
0.37
0.41
Sharpe Ratio – 3 Years
0.64
0.39
Worst Rolling Year
11.09%
4.49%
Value at Worst Rolling Year
₹1.11 Cr
₹1.04 Cr
Deepest Drawdown
−23.45%
−26.42%
Recovery Period
91 days
479 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
21.94%
19.05%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
—
S 100%
Number of Stocks
—
18
Portfolio P/E
—
34.80
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%
SG Mart Ltd · 0.00%
EFC (I) Ltd · 0.00%
Goodluck India Ltd · 0.00%
Acutaas Chemicals Ltd · 0.00%
SG Finserve Ltd · 0.00%
Top Sectors
—
Building Materials · 27.00%
Finance · 14.00%
Managed Spaces · 13.00%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 0% / 0%
3% / 2% / 1%