Portfolio Management Services (PMS)Compare Schemes
Aurum Multiplier Portfolio vs Valcreate Lifesciences and Specialty Opportunities
Add SchemeGrowth of ₹1 Crore
Aurum Multiplier Portfolio
Valcreate Lifesciences and Specialty Opportunities
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%
6.35%
6 Months
21.55%
17.95%
1 Year
12.76%
21.71%
3 Years
17.77%
19.34%
5 Years
17.56%
—
Since Inception
17.72%
19.34%
Fund Age
6 yrs 8 mo
3 yrs 6 mo
AUM
₹42.03 Cr
₹18.73 Cr
Alpha – 1 Year
8.04%
16.99%
Alpha – 3 Years
5.68%
7.25%
Information Ratio – 3 Years
0.47
0.85
Volatility – 1 Year
28.82%
22.22%
Volatility – 3 Years
20.90%
20.72%
Beta – 1 Year
1.51
0.87
Beta – 3 Years
1.13
0.89
Sharpe Ratio – 1 Year
0.37
0.75
Sharpe Ratio – 3 Years
0.64
0.85
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%
Sharda Cropchem Ltd · 11.13%
Kwality Pharmaceuticals Ltd · 5.72%
Sumitomo Chemical India Ltd · 5.72%
Vinati Organics Ltd · 5.51%
Rallis India Ltd · 5.34%
Top Sectors
—
—
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 0% / 0%
0% / 0% / 0%