Portfolio Management Services (PMS)Compare Schemes
ASK Life Portfolio vs Nine Rivers Capital - Aurum Small Cap Opportunities
Add SchemeGrowth of ₹1 Crore
ASK Life Portfolio
Nine Rivers Capital - Aurum Small Cap Opportunities
Return for the risk
3 yrs return
-5%
0%
5%
10%
15%
NIFTY 50 Total Return Index · 8.6%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.82%
−0.59%
6 Months
−7.08%
18.29%
1 Year
−4.02%
5.81%
3 Years
1.10%
7.48%
5 Years
2.02%
14.52%
Since Inception
13.04%
24.60%
Fund Age
17 yrs 10 mo
13 yrs 8 mo
AUM
₹50.53 Cr
₹708.2 Cr
Alpha – 1 Year
−3.59%
1.09%
Alpha – 3 Years
−7.46%
−4.61%
Information Ratio – 3 Years
-1.28
-0.16
Volatility – 1 Year
16.65%
29.19%
Volatility – 3 Years
15.47%
22.60%
Beta – 1 Year
1.04
1.53
Beta – 3 Years
1.04
1.17
Sharpe Ratio – 1 Year
-0.49
0.14
Sharpe Ratio – 3 Years
-0.20
0.29
Worst Rolling Year
-4.00%
-18.85%
Value at Worst Rolling Year
₹0.96 Cr
₹0.81 Cr
Deepest Drawdown
−23.28%
−30.22%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
97.78%
85.17%
Median Rolling Year
13.22%
23.06%
5-Year Rolling Windows Positive
100.00%
96.19%
Market-Cap Mix
L 74% · M 13% · S 9%
—
Number of Stocks
15
—
Portfolio P/E
27.97
—
Top 5 Holdings
—
Astra Microwave Products Ltd
S J S Enterprises Ltd
CCL Products (India) Ltd
Intellect Design Arena Ltd
Jash Engineering Limited
Top Sectors
Financial Services · 36.35%
Construction · 10.24%
Capital Goods · 10.15%
—
Fixed Fee
—
2.00% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
3% / 2% / 1%