Portfolio Management Services (PMS)Compare Schemes
Aurum Multiplier Portfolio vs SBI AEON ALPHA PMS
Add SchemeGrowth of ₹1 Crore
Aurum Multiplier Portfolio
SBI AEON ALPHA PMS
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%
0.41%
6 Months
21.55%
20.81%
1 Year
12.76%
15.63%
3 Years
17.77%
13.76%
5 Years
17.56%
—
Since Inception
17.72%
14.77%
Fund Age
6 yrs 8 mo
4 yrs 6 mo
AUM
₹42.03 Cr
₹751.68 Cr
Alpha – 1 Year
8.04%
16.06%
Alpha – 3 Years
5.68%
5.19%
Information Ratio – 3 Years
0.47
0.25
Volatility – 1 Year
28.82%
18.90%
Volatility – 3 Years
20.90%
16.75%
Beta – 1 Year
1.51
0.89
Beta – 3 Years
1.13
0.79
Sharpe Ratio – 1 Year
0.37
0.57
Sharpe Ratio – 3 Years
0.64
0.53
Worst Rolling Year
11.09%
13.60%
Value at Worst Rolling Year
₹1.11 Cr
₹1.14 Cr
Deepest Drawdown
−23.45%
−21.60%
Recovery Period
91 days
476 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
21.94%
15.94%
5-Year Rolling Windows Positive
100.00%
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Market-Cap Mix
—
L 16% · M 11% · S 70%
Number of Stocks
—
—
Portfolio P/E
—
—
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%
Kernex Microsystems (India) Ltd · 6.78%
Aequs Ltd · 6.66%
Aether Industries Ltd · 6.44%
Stylam Industries Ltd · 6.38%
Goodluck India Ltd · 5.89%
Top Sectors
—
—
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%