Portfolio Management Services (PMS)Compare Schemes
Bonanza - Growth vs Nine Rivers Capital - Aurum Small Cap Opportunities
Add SchemeGrowth of ₹1 Crore
Bonanza - Growth
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
3.68%
−0.59%
6 Months
−1.81%
18.29%
1 Year
5.85%
5.81%
3 Years
8.65%
7.48%
5 Years
7.90%
14.52%
Since Inception
16.09%
24.60%
Fund Age
16 yrs 4 mo
13 yrs 8 mo
AUM
₹22.08 Cr
₹708.2 Cr
Alpha – 1 Year
6.20%
1.09%
Alpha – 3 Years
−0.35%
−4.61%
Information Ratio – 3 Years
0.11
-0.16
Volatility – 1 Year
17.32%
29.19%
Volatility – 3 Years
15.11%
22.60%
Beta – 1 Year
0.79
1.53
Beta – 3 Years
0.87
1.17
Sharpe Ratio – 1 Year
0.10
0.14
Sharpe Ratio – 3 Years
0.36
0.29
Worst Rolling Year
0.88%
-18.85%
Value at Worst Rolling Year
₹1.01 Cr
₹0.81 Cr
Deepest Drawdown
−17.79%
−30.22%
Recovery Period
297 days
Not yet recovered
1-Year Rolling Windows Positive
99.98%
85.17%
Median Rolling Year
18.31%
23.06%
5-Year Rolling Windows Positive
100.00%
96.19%
Market-Cap Mix
L 22% · M 16% · S 47%
—
Number of Stocks
37
—
Portfolio P/E
45.09
—
Top 5 Holdings
Cash & Cash Equivalent · 7.39%
Bharat Heavy Electricals Ltd · 5.26%
Welspun Corp Ltd · 5.07%
Goldiam International Ltd · 5.02%
BSE Ltd · 4.93%
Astra Microwave Products Ltd
S J S Enterprises Ltd
CCL Products (India) Ltd
Intellect Design Arena Ltd
Jash Engineering Limited
Top Sectors
Capital Goods · 28.77%
Financial Services · 25.36%
Information Technology · 9.01%
—
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%