Portfolio Management Services (PMS)Compare Schemes
Aurum Multiplier Portfolio vs Shepherds Hill - Value Magno
Add SchemeGrowth of ₹1 Crore
Aurum Multiplier Portfolio
Shepherds Hill - Value Magno
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%
0.15%
6 Months
21.55%
5.44%
1 Year
12.76%
6.80%
3 Years
17.77%
17.32%
5 Years
17.56%
18.10%
Since Inception
17.72%
16.54%
Fund Age
6 yrs 8 mo
11 yrs 1 mo
AUM
₹42.03 Cr
₹120.51 Cr
Alpha – 1 Year
8.04%
3.04%
Alpha – 3 Years
5.68%
6.42%
Information Ratio – 3 Years
0.47
0.53
Volatility – 1 Year
28.82%
13.99%
Volatility – 3 Years
20.90%
15.09%
Beta – 1 Year
1.51
0.76
Beta – 3 Years
1.13
0.68
Sharpe Ratio – 1 Year
0.37
0.16
Sharpe Ratio – 3 Years
0.64
0.86
Worst Rolling Year
11.09%
-18.71%
Value at Worst Rolling Year
₹1.11 Cr
₹0.81 Cr
Deepest Drawdown
−23.45%
−12.53%
Recovery Period
91 days
92 days
1-Year Rolling Windows Positive
100.00%
77.50%
Median Rolling Year
21.94%
19.23%
5-Year Rolling Windows Positive
100.00%
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Market-Cap Mix
—
L 15% · M 5% · S 66%
Number of Stocks
—
16
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%
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Top Sectors
—
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Fixed Fee
2.50% / yr
—
Performance Fee / Plan
Fixed Plan
22% of profit, above 6%
Exit Load (Y1 / Y2 / Y3)
2% / 0% / 0%
3% / 2% / 1%