Portfolio Management Services (PMS)Compare Schemes
Agreya Momentum vs Nine Rivers Capital - Aurum Small Cap Opportunities
Add SchemeGrowth of ₹1 Crore
Agreya Momentum
Nine Rivers Capital - Aurum Small Cap Opportunities
Return for the risk
3 yrs return
0%
5%
10%
15%
NIFTY 50 Total Return Index · 9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.01%
−0.59%
6 Months
−6.39%
18.29%
1 Year
−0.30%
5.81%
3 Years
8.15%
7.48%
5 Years
6.89%
14.52%
Since Inception
10.58%
24.60%
Fund Age
4 yrs 2 mo
13 yrs 8 mo
AUM
₹203.15 Cr
₹708.2 Cr
Alpha – 1 Year
0.05%
1.09%
Alpha – 3 Years
−0.85%
−4.61%
Information Ratio – 3 Years
-0.08
-0.16
Volatility – 1 Year
17.22%
29.19%
Volatility – 3 Years
15.94%
22.60%
Beta – 1 Year
0.94
1.53
Beta – 3 Years
0.95
1.17
Sharpe Ratio – 1 Year
-0.24
0.14
Sharpe Ratio – 3 Years
0.25
0.29
Worst Rolling Year
14.66%
-18.85%
Value at Worst Rolling Year
₹1.15 Cr
₹0.81 Cr
Deepest Drawdown
—
−30.22%
Recovery Period
—
Not yet recovered
1-Year Rolling Windows Positive
100.00%
85.17%
Median Rolling Year
20.47%
23.06%
5-Year Rolling Windows Positive
—
96.19%
Market-Cap Mix
—
—
Number of Stocks
—
—
Portfolio P/E
—
—
Top 5 Holdings
Nippon India ETF Nifty 50 BeES · 7.35%
Punjab National Bank · 6.10%
Shriram Finance Ltd · 6.02%
Zydus Lifesciences Ltd · 4.69%
Samvardhana Motherson International Ltd · 4.02%
Astra Microwave Products Ltd
S J S Enterprises Ltd
CCL Products (India) Ltd
Intellect Design Arena Ltd
Jash Engineering Limited
Top Sectors
—
—
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
3% / 2% / 1%