Portfolio Management Services (PMS)Compare Schemes
Aurum Multiplier Portfolio vs Tulsian - PMS
Add SchemeGrowth of ₹1 Crore
Aurum Multiplier Portfolio
Tulsian - PMS
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
3.22%
2.21%
6 Months
21.55%
21.04%
1 Year
12.76%
21.34%
3 Years
17.77%
19.08%
5 Years
17.56%
23.67%
Since Inception
17.72%
—
Fund Age
6 yrs 8 mo
6 yrs 4 mo
AUM
₹42.03 Cr
₹364.08 Cr
Alpha – 1 Year
8.04%
21.69%
Alpha – 3 Years
5.68%
10.08%
Information Ratio – 3 Years
0.47
0.52
Volatility – 1 Year
28.82%
32.28%
Volatility – 3 Years
20.90%
28.08%
Beta – 1 Year
1.51
1.47
Beta – 3 Years
1.13
1.60
Sharpe Ratio – 1 Year
0.37
0.58
Sharpe Ratio – 3 Years
0.64
0.57
Worst Rolling Year
11.09%
15.61%
Value at Worst Rolling Year
₹1.11 Cr
₹1.16 Cr
Deepest Drawdown
−23.45%
−31.98%
Recovery Period
91 days
457 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
21.94%
28.21%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
—
L 90% · M 10%
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%
Suzlon Energy Ltd · 10.00%
Hindustan Aeronautics Ltd · 10.00%
Tata Motors Passenger Vehicles Ltd · 10.00%
Mazagon Dock Shipbuilders Ltd · 10.00%
Vodafone Idea Ltd · 10.00%
Top Sectors
—
—
Fixed Fee
2.50% / yr
7.50% / yr
Performance Fee / Plan
Fixed Plan
13% of profit, above 0%
Exit Load (Y1 / Y2 / Y3)
2% / 0% / 0%
3% / 2% / 1%