Portfolio Management Services (PMS)Compare Schemes
Bonanza - Value vs Nine Rivers Capital - Aurum Small Cap Opportunities
Add SchemeGrowth of ₹1 Crore
Bonanza - Value
Nine Rivers Capital - Aurum Small Cap Opportunities
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
NIFTY 50 Total Return Index · 9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
6.51%
−0.59%
6 Months
14.93%
18.29%
1 Year
16.79%
5.81%
3 Years
13.85%
7.48%
5 Years
12.48%
14.52%
Since Inception
18.86%
24.60%
Fund Age
14 yrs 11 mo
13 yrs 8 mo
AUM
₹32.99 Cr
₹708.2 Cr
Alpha – 1 Year
17.14%
1.09%
Alpha – 3 Years
4.85%
−4.61%
Information Ratio – 3 Years
0.41
-0.16
Volatility – 1 Year
17.36%
29.19%
Volatility – 3 Years
20.03%
22.60%
Beta – 1 Year
0.65
1.53
Beta – 3 Years
0.84
1.17
Sharpe Ratio – 1 Year
0.67
0.14
Sharpe Ratio – 3 Years
0.57
0.29
Worst Rolling Year
-8.60%
-18.85%
Value at Worst Rolling Year
₹0.91 Cr
₹0.81 Cr
Deepest Drawdown
−30.57%
−30.22%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
82.13%
85.17%
Median Rolling Year
18.70%
23.06%
5-Year Rolling Windows Positive
100.00%
96.19%
Market-Cap Mix
L 22% · M 16% · S 61%
—
Number of Stocks
69
—
Portfolio P/E
70.14
—
Top 5 Holdings
Laurus Labs Ltd · 9.84%
Cupid Ltd · 9.39%
Diamond Power Infrastructure Ltd · 9.20%
Krishana Phoschem Ltd · 6.22%
Divis Laboratories Ltd · 5.76%
Astra Microwave Products Ltd
S J S Enterprises Ltd
CCL Products (India) Ltd
Intellect Design Arena Ltd
Jash Engineering Limited
Top Sectors
Healthcare · 24.35%
Automobile and Auto Components · 15.77%
Chemicals · 15.03%
—
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%