Portfolio Management Services (PMS)Compare Schemes
Alchemy High Growth vs Nine Rivers Capital - Aurum Small Cap Opportunities
Add SchemeGrowth of ₹1 Crore
Alchemy High Growth
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
4.23%
−0.59%
6 Months
0.96%
18.29%
1 Year
14.90%
5.81%
3 Years
14.68%
7.48%
5 Years
10.31%
14.52%
Since Inception
19.96%
24.60%
Fund Age
24 yrs 3 mo
13 yrs 8 mo
AUM
₹757.54 Cr
₹708.2 Cr
Alpha – 1 Year
10.18%
1.09%
Alpha – 3 Years
2.59%
−4.61%
Information Ratio – 3 Years
0.54
-0.16
Volatility – 1 Year
22.77%
29.19%
Volatility – 3 Years
22.88%
22.60%
Beta – 1 Year
1.00
1.53
Beta – 3 Years
1.22
1.17
Sharpe Ratio – 1 Year
0.49
0.14
Sharpe Ratio – 3 Years
0.49
0.29
Worst Rolling Year
-9.25%
-18.85%
Value at Worst Rolling Year
₹0.91 Cr
₹0.81 Cr
Deepest Drawdown
−36.23%
−30.22%
Recovery Period
395 days
Not yet recovered
1-Year Rolling Windows Positive
90.02%
85.17%
Median Rolling Year
15.11%
23.06%
5-Year Rolling Windows Positive
—
96.19%
Market-Cap Mix
L 41% · M 14% · S 34%
—
Number of Stocks
62
—
Portfolio P/E
36.83
—
Top 5 Holdings
Multi Commodity Exchange of India Ltd · 7.33%
BSE Ltd · 5.86%
National Aluminium Company Ltd · 5.30%
Lloyds Metals & Energy Ltd · 5.06%
Nippon Life India Asset Management Ltd · 4.84%
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)
1% / 0% / 0%
3% / 2% / 1%