Portfolio Management Services (PMS)Compare Schemes
Aurum Multiplier Portfolio vs Spark - Flexicap
Add SchemeGrowth of ₹1 Crore
Aurum Multiplier Portfolio
Spark - Flexicap
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
3.22%
−0.91%
6 Months
21.55%
−6.35%
1 Year
12.76%
3.05%
3 Years
17.77%
10.74%
5 Years
17.56%
13.00%
Since Inception
17.72%
14.74%
Fund Age
6 yrs 8 mo
7 yrs 8 mo
AUM
₹42.03 Cr
₹460.92 Cr
Alpha – 1 Year
8.04%
3.40%
Alpha – 3 Years
5.68%
1.74%
Information Ratio – 3 Years
0.47
0.33
Volatility – 1 Year
28.82%
15.87%
Volatility – 3 Years
20.90%
14.99%
Beta – 1 Year
1.51
0.95
Beta – 3 Years
1.13
1.00
Sharpe Ratio – 1 Year
0.37
-0.07
Sharpe Ratio – 3 Years
0.64
0.41
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
—
—
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%
SBI Life Insurance Company Ltd · 5.00%
Narayana Hrudayalaya Ltd · 4.50%
State Bank of India · 4.50%
ICICI Lombard General Insurance Company Ltd · 4.00%
Kotak Mahindra Bank Ltd · 4.00%
Top Sectors
—
—
Fixed Fee
2.50% / yr
1.75% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 0% / 0%
0% / 0% / 0%