Portfolio Management Services (PMS)Compare Schemes
Aurum Multiplier Portfolio vs WhiteOak Capital Business Leaders
Add SchemeGrowth of ₹1 Crore
Aurum Multiplier Portfolio
WhiteOak Capital Business Leaders
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
3.22%
3.42%
6 Months
21.55%
2.89%
1 Year
12.76%
2.59%
3 Years
17.77%
10.39%
5 Years
17.56%
8.86%
Since Inception
17.72%
11.13%
Fund Age
6 yrs 8 mo
5 yrs 6 mo
AUM
₹42.03 Cr
₹63.54 Cr
Alpha – 1 Year
8.04%
−0.39%
Alpha – 3 Years
5.68%
−1.50%
Information Ratio – 3 Years
0.47
-0.34
Volatility – 1 Year
28.82%
16.68%
Volatility – 3 Years
20.90%
13.79%
Beta – 1 Year
1.51
0.95
Beta – 3 Years
1.13
0.88
Sharpe Ratio – 1 Year
0.37
-0.09
Sharpe Ratio – 3 Years
0.64
0.40
Worst Rolling Year
11.09%
6.98%
Value at Worst Rolling Year
₹1.11 Cr
₹1.07 Cr
Deepest Drawdown
−23.45%
−15.31%
Recovery Period
91 days
227 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
21.94%
12.50%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
—
L 69% · M 25% · S 5%
Number of Stocks
—
40
Portfolio P/E
—
30.67
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%
ICICI Bank Ltd · 9.92%
HDFC Bank Ltd · 7.54%
Bharti Airtel Ltd · 6.09%
State Bank of India · 4.33%
Nestle India Ltd · 4.12%
Top Sectors
—
Financial Services · 34.64%
Healthcare · 9.38%
Oil, Gas & Consumable Fuels · 6.89%
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%