Portfolio Management Services (PMS)Compare Schemes
Aurum Multiplier Portfolio vs Unifi APJ 20*
Add SchemeGrowth of ₹1 Crore
Aurum Multiplier Portfolio
Unifi APJ 20*
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%
3.07%
6 Months
21.55%
13.63%
1 Year
12.76%
10.76%
3 Years
17.77%
13.00%
5 Years
17.56%
13.13%
Since Inception
17.72%
20.07%
Fund Age
6 yrs 8 mo
10 yrs 11 mo
AUM
₹42.03 Cr
₹942.94 Cr
Alpha – 1 Year
8.04%
6.04%
Alpha – 3 Years
5.68%
0.91%
Information Ratio – 3 Years
0.47
0.27
Volatility – 1 Year
28.82%
18.61%
Volatility – 3 Years
20.90%
17.55%
Beta – 1 Year
1.51
1.02
Beta – 3 Years
1.13
1.01
Sharpe Ratio – 1 Year
0.37
0.35
Sharpe Ratio – 3 Years
0.64
0.49
Worst Rolling Year
11.09%
-10.32%
Value at Worst Rolling Year
₹1.11 Cr
₹0.90 Cr
Deepest Drawdown
−23.45%
−17.59%
Recovery Period
91 days
518 days
1-Year Rolling Windows Positive
100.00%
95.82%
Median Rolling Year
21.94%
19.87%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
—
L 15% · M 3% · S 82%
Number of Stocks
—
—
Portfolio P/E
—
21.50
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%
Redington Ltd · 6.70%
State Bank of India · 4.80%
AAVAS Financiers Ltd · 4.50%
Sagility Ltd · 4.40%
South Indian Bank Ltd · 4.30%
Top Sectors
—
—
Fixed Fee
2.50% / yr
—
Performance Fee / Plan
Fixed Plan
—
Exit Load (Y1 / Y2 / Y3)
2% / 0% / 0%
—