Portfolio Management Services (PMS)Compare Schemes
Axis Kaizen Portfolio vs Nine Rivers Capital - Aurum Small Cap Opportunities
Add SchemeGrowth of ₹1 Crore
Axis Kaizen Portfolio
Nine Rivers Capital - Aurum Small Cap Opportunities
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
25%
30%
Nifty 500 · 11.9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−2.57%
−0.59%
6 Months
25.88%
18.29%
1 Year
19.47%
5.81%
3 Years
25.74%
7.48%
5 Years
—
14.52%
Since Inception
23.24%
24.60%
Fund Age
3 yrs 1 mo
13 yrs 8 mo
AUM
₹507.13 Cr
₹708.2 Cr
Alpha – 1 Year
16.49%
1.09%
Alpha – 3 Years
13.85%
−4.61%
Information Ratio – 3 Years
0.94
-0.16
Volatility – 1 Year
20.27%
29.19%
Volatility – 3 Years
18.08%
22.60%
Beta – 1 Year
0.86
1.53
Beta – 3 Years
0.86
1.17
Sharpe Ratio – 1 Year
0.71
0.14
Sharpe Ratio – 3 Years
1.07
0.29
Worst Rolling Year
22.47%
-18.85%
Value at Worst Rolling Year
₹1.22 Cr
₹0.81 Cr
Deepest Drawdown
−21.35%
−30.22%
Recovery Period
427 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
85.17%
Median Rolling Year
24.46%
23.06%
5-Year Rolling Windows Positive
—
96.19%
Market-Cap Mix
L 10% · M 12% · S 65%
—
Number of Stocks
20
—
Portfolio P/E
45.78
—
Top 5 Holdings
Sansera Engineering Ltd · 12.99%
Cash & Cash Equivalent · 12.71%
Acutaas Chemicals Ltd · 10.86%
UltraTech Cement Ltd · 7.45%
Syrma SGS Technology Ltd · 5.58%
Astra Microwave Products Ltd
S J S Enterprises Ltd
CCL Products (India) Ltd
Intellect Design Arena Ltd
Jash Engineering Limited
Top Sectors
Capital Goods · 25.77%
Healthcare · 22.62%
Automobile and Auto Components · 21.96%
—
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
3% / 2% / 1%