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Aurum Multiplier Portfolio vs Sundaram Alternate - SISOP
Add SchemeGrowth of ₹1 Crore
Aurum Multiplier Portfolio
Sundaram Alternate - SISOP
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
3.22%
5.72%
6 Months
21.55%
23.48%
1 Year
12.76%
38.68%
3 Years
17.77%
26.01%
5 Years
17.56%
16.58%
Since Inception
17.72%
18.98%
Fund Age
6 yrs 8 mo
16 yrs 6 mo
AUM
₹42.03 Cr
₹1,885.18 Cr
Alpha – 1 Year
8.04%
33.96%
Alpha – 3 Years
5.68%
13.92%
Information Ratio – 3 Years
0.47
1.27
Volatility – 1 Year
28.82%
28.06%
Volatility – 3 Years
20.90%
20.41%
Beta – 1 Year
1.51
1.39
Beta – 3 Years
1.13
1.06
Sharpe Ratio – 1 Year
0.37
1.12
Sharpe Ratio – 3 Years
0.64
1.06
Worst Rolling Year
11.09%
-4.06%
Value at Worst Rolling Year
₹1.11 Cr
₹0.96 Cr
Deepest Drawdown
−23.45%
−18.24%
Recovery Period
91 days
60 days
1-Year Rolling Windows Positive
100.00%
98.28%
Median Rolling Year
21.94%
16.41%
5-Year Rolling Windows Positive
100.00%
99.28%
Market-Cap Mix
—
L 40% · M 32% · S 24%
Number of Stocks
—
28
Portfolio P/E
—
45.86
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%
MTAR Technologies Ltd · 6.15%
GE Vernova T&D India Ltd · 5.74%
Titan Company Ltd · 5.51%
Mahindra & Mahindra Ltd · 5.41%
Cholamandalam Investment & Finance Company Ltd · 5.19%
Top Sectors
—
Capital Goods · 39.07%
Financial Services · 22.11%
Automobile and Auto Components · 9.93%
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%