Portfolio Management Services (PMS)Compare Schemes
Aurum Multiplier Portfolio vs Unifi BCAD-2-BREAKOUT 20
Add SchemeGrowth of ₹1 Crore
Aurum Multiplier Portfolio
Unifi BCAD-2-BREAKOUT 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%
3.01%
6 Months
21.55%
9.93%
1 Year
12.76%
7.49%
3 Years
17.77%
9.34%
5 Years
17.56%
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Since Inception
17.72%
11.87%
Fund Age
6 yrs 8 mo
4 yrs 7 mo
AUM
₹42.03 Cr
₹1,953.44 Cr
Alpha – 1 Year
8.04%
2.77%
Alpha – 3 Years
5.68%
−2.75%
Information Ratio – 3 Years
0.47
-0.26
Volatility – 1 Year
28.82%
19.15%
Volatility – 3 Years
20.90%
16.91%
Beta – 1 Year
1.51
1.06
Beta – 3 Years
1.13
1.03
Sharpe Ratio – 1 Year
0.37
0.19
Sharpe Ratio – 3 Years
0.64
0.30
Worst Rolling Year
11.09%
8.22%
Value at Worst Rolling Year
₹1.11 Cr
₹1.08 Cr
Deepest Drawdown
−23.45%
−20.91%
Recovery Period
91 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
21.94%
12.78%
5-Year Rolling Windows Positive
100.00%
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Market-Cap Mix
—
L 17% · M 8% · S 75%
Number of Stocks
—
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Portfolio P/E
—
23.80
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
Narayana Hrudayalaya Ltd
Mahindra & Mahindra Ltd
Sagility Ltd
Bank of Baroda
Top Sectors
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Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 0% / 0%
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