Portfolio Management Services (PMS)Compare Schemes
Aurum Multiplier Portfolio vs SBI MF - ESG Portfolio
Add SchemeGrowth of ₹1 Crore
Aurum Multiplier Portfolio
SBI MF - ESG 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%
2.26%
6 Months
21.55%
18.40%
1 Year
12.76%
9.21%
3 Years
17.77%
13.13%
5 Years
17.56%
13.39%
Since Inception
17.72%
14.83%
Fund Age
6 yrs 8 mo
10 yrs
AUM
₹42.03 Cr
₹666.2 Cr
Alpha – 1 Year
8.04%
9.64%
Alpha – 3 Years
5.68%
4.56%
Information Ratio – 3 Years
0.47
0.38
Volatility – 1 Year
28.82%
18.95%
Volatility – 3 Years
20.90%
16.01%
Beta – 1 Year
1.51
0.98
Beta – 3 Years
1.13
0.90
Sharpe Ratio – 1 Year
0.37
0.27
Sharpe Ratio – 3 Years
0.64
0.52
Worst Rolling Year
11.09%
-3.31%
Value at Worst Rolling Year
₹1.11 Cr
₹0.97 Cr
Deepest Drawdown
−23.45%
−20.80%
Recovery Period
91 days
109 days
1-Year Rolling Windows Positive
100.00%
96.71%
Median Rolling Year
21.94%
17.72%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
—
L 13% · M 17% · S 66%
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 · 7.03%
Aequs Ltd · 6.81%
Stylam Industries Ltd · 6.53%
Goodluck India Ltd · 6.26%
Kingfa Science & Technology (India) Ltd · 5.52%
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%