Portfolio Management Services (PMS)Compare Schemes
Capgrow - Growth vs Nine Rivers Capital - Aurum Small Cap Opportunities
Add SchemeGrowth of ₹1 Crore
Capgrow - Growth
Nine Rivers Capital - Aurum Small Cap Opportunities
Return for the risk
3 yrs return
0%
5%
10%
15%
Nifty 500 · 11.9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
3.35%
−0.59%
6 Months
3.75%
18.29%
1 Year
−5.76%
5.81%
3 Years
3.98%
7.48%
5 Years
6.05%
14.52%
Since Inception
9.94%
24.60%
Fund Age
7 yrs 9 mo
13 yrs 8 mo
AUM
₹45.09 Cr
₹708.2 Cr
Alpha – 1 Year
−8.74%
1.09%
Alpha – 3 Years
−7.91%
−4.61%
Information Ratio – 3 Years
-1.11
-0.16
Volatility – 1 Year
21.69%
29.19%
Volatility – 3 Years
18.00%
22.60%
Beta – 1 Year
1.21
1.53
Beta – 3 Years
1.08
1.17
Sharpe Ratio – 1 Year
-0.42
0.14
Sharpe Ratio – 3 Years
0.01
0.29
Worst Rolling Year
3.08%
-18.85%
Value at Worst Rolling Year
₹1.03 Cr
₹0.81 Cr
Deepest Drawdown
−29.01%
−30.22%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
85.17%
Median Rolling Year
12.65%
23.06%
5-Year Rolling Windows Positive
100.00%
96.19%
Market-Cap Mix
L 35% · M 13% · S 51%
—
Number of Stocks
43
—
Portfolio P/E
—
—
Top 5 Holdings
ICICI Bank Ltd · 7.13%
Bharti Airtel Ltd · 6.98%
Sheela Foam Ltd · 5.64%
Vinati Organics Ltd · 5.17%
Godrej Agrovet Ltd · 5.13%
Astra Microwave Products Ltd
S J S Enterprises Ltd
CCL Products (India) Ltd
Intellect Design Arena Ltd
Jash Engineering Limited
Top Sectors
Financial Services · 26.49%
Capital Goods · 13.62%
Fast Moving Consumer Goods · 11.66%
—
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
2% of profit
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
3% / 2% / 1%