Portfolio Management Services (PMS)Compare Schemes
Aequitas - India Opportunities Product vs Nine Rivers Capital - Aurum Small Cap Opportunities
Add SchemeGrowth of ₹1 Crore
Aequitas - India Opportunities Product
Nine Rivers Capital - Aurum Small Cap Opportunities
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
25%
30%
35%
NIFTY 50 Total Return Index · 9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
5.66%
−0.59%
6 Months
−5.56%
18.29%
1 Year
34.70%
5.81%
3 Years
27.41%
7.48%
5 Years
32.51%
14.52%
Since Inception
32.15%
24.60%
Fund Age
13 yrs 6 mo
13 yrs 8 mo
AUM
₹2,318.72 Cr
₹708.2 Cr
Alpha – 1 Year
35.05%
1.09%
Alpha – 3 Years
18.41%
−4.61%
Information Ratio – 3 Years
1.03
-0.16
Volatility – 1 Year
21.67%
29.19%
Volatility – 3 Years
15.53%
22.60%
Beta – 1 Year
0.28
1.53
Beta – 3 Years
0.35
1.17
Sharpe Ratio – 1 Year
1.24
0.14
Sharpe Ratio – 3 Years
1.31
0.29
Worst Rolling Year
-17.36%
-18.85%
Value at Worst Rolling Year
₹0.83 Cr
₹0.81 Cr
Deepest Drawdown
−21.72%
−30.22%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
88.36%
85.17%
Median Rolling Year
37.79%
23.06%
5-Year Rolling Windows Positive
100.00%
96.19%
Market-Cap Mix
L 4% · M 6% · S 13%
—
Number of Stocks
9
—
Portfolio P/E
14.68
—
Top 5 Holdings
Cash & Cash Equivalent · 79.92%
Petronet LNG Ltd · 5.76%
HDFC Bank Ltd · 3.99%
Technocraft Industries (India) Ltd · 3.23%
Can Fin Homes Ltd · 2.38%
Astra Microwave Products Ltd
S J S Enterprises Ltd
CCL Products (India) Ltd
Intellect Design Arena Ltd
Jash Engineering Limited
Top Sectors
Financial Services · 6.37%
Oil, Gas & Consumable Fuels · 5.76%
Capital Goods · 3.23%
—
Fixed Fee
2.00% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
3% / 2% / 1%