Portfolio Management Services (PMS)Compare Schemes
2Point2 Capital - Long term Value vs Nine Rivers Capital - Aurum Small Cap Opportunities
Add SchemeGrowth of ₹1 Crore
2Point2 Capital - Long term Value
Nine Rivers Capital - Aurum Small Cap Opportunities
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−0.60%
−0.59%
6 Months
2.30%
18.29%
1 Year
9.30%
5.81%
3 Years
13.80%
7.48%
5 Years
16.30%
14.52%
Since Inception
18.90%
24.60%
Fund Age
10 yrs 1 mo
13 yrs 8 mo
AUM
₹2,128.58 Cr
₹708.2 Cr
Alpha – 1 Year
4.60%
1.09%
Alpha – 3 Years
1.70%
−4.61%
Information Ratio – 3 Years
0.16
-0.16
Volatility – 1 Year
18.96%
29.19%
Volatility – 3 Years
16.97%
22.60%
Beta – 1 Year
1.03
1.53
Beta – 3 Years
0.88
1.17
Sharpe Ratio – 1 Year
0.27
0.14
Sharpe Ratio – 3 Years
0.54
0.29
Worst Rolling Year
0.21%
-18.85%
Value at Worst Rolling Year
₹1.00 Cr
₹0.81 Cr
Deepest Drawdown
−14.69%
−30.22%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
98.85%
85.17%
Median Rolling Year
19.90%
23.06%
5-Year Rolling Windows Positive
100.00%
96.19%
Market-Cap Mix
L 16% · M 21% · S 57%
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Number of Stocks
—
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Portfolio P/E
—
—
Top 5 Holdings
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Astra Microwave Products Ltd
S J S Enterprises Ltd
CCL Products (India) Ltd
Intellect Design Arena Ltd
Jash Engineering Limited
Top Sectors
—
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Fixed Fee
1.50% / yr
2.00% / yr
Performance Fee / Plan
15% of profit, above 10%
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 0% / 0%
3% / 2% / 1%