Portfolio Management Services (PMS)Compare Schemes
Aurum Multiplier Portfolio vs Wright Factor Fund
Add SchemeGrowth of ₹1 Crore
Aurum Multiplier Portfolio
Wright Factor Fund
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%
10.96%
6 Months
21.55%
14.84%
1 Year
12.76%
16.93%
3 Years
17.77%
—
5 Years
17.56%
—
Since Inception
17.72%
20.33%
Fund Age
6 yrs 8 mo
3 yrs
AUM
₹42.03 Cr
₹214.05 Cr
Alpha – 1 Year
8.04%
12.21%
Alpha – 3 Years
5.68%
—
Information Ratio – 3 Years
0.47
0.51
Volatility – 1 Year
28.82%
22.29%
Volatility – 3 Years
20.90%
21.03%
Beta – 1 Year
1.51
0.97
Beta – 3 Years
1.13
0.97
Sharpe Ratio – 1 Year
0.37
0.57
Sharpe Ratio – 3 Years
0.64
0.72
Worst Rolling Year
11.09%
18.92%
Value at Worst Rolling Year
₹1.11 Cr
₹1.19 Cr
Deepest Drawdown
−23.45%
−27.91%
Recovery Period
91 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
21.94%
19.26%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
—
L 12% · M 21% · S 55%
Number of Stocks
—
25
Portfolio P/E
—
38.40
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%
Indian Railway Finance Corporation Ltd · 5.89%
The Bombay Burmah Trading Corporation Ltd · 5.64%
Safari Industries (India) Ltd · 5.63%
Maharashtra Scooters Ltd · 5.05%
Power Finance Corporation Ltd · 4.88%
Top Sectors
—
—
Fixed Fee
2.50% / yr
1.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 0% / 0%
0% / 0% / 0%