Portfolio Management Services (PMS)Compare Schemes
CAPITAL MIND-All Weather Equity vs Nine Rivers Capital - Aurum Small Cap Opportunities
Add SchemeGrowth of ₹1 Crore
CAPITAL MIND-All Weather Equity
Nine Rivers Capital - Aurum Small Cap Opportunities
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
NIFTY 50 Total Return Index · 8.6%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.61%
−0.59%
6 Months
4.03%
18.29%
1 Year
4.49%
5.81%
3 Years
14.35%
7.48%
5 Years
—
14.52%
Since Inception
16.62%
24.60%
Fund Age
4 yrs
13 yrs 8 mo
AUM
₹303 Cr
₹708.2 Cr
Alpha – 1 Year
4.92%
1.09%
Alpha – 3 Years
5.78%
−4.61%
Information Ratio – 3 Years
1.15
-0.16
Volatility – 1 Year
16.32%
29.19%
Volatility – 3 Years
14.15%
22.60%
Beta – 1 Year
0.98
1.53
Beta – 3 Years
0.97
1.17
Sharpe Ratio – 1 Year
0.01
0.14
Sharpe Ratio – 3 Years
0.64
0.29
Worst Rolling Year
14.36%
-18.85%
Value at Worst Rolling Year
₹1.14 Cr
₹0.81 Cr
Deepest Drawdown
−16.17%
−30.22%
Recovery Period
245 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
85.17%
Median Rolling Year
18.76%
23.06%
5-Year Rolling Windows Positive
—
96.19%
Market-Cap Mix
—
—
Number of Stocks
—
—
Portfolio P/E
—
—
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
—
—
Fixed Fee
0.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
3% / 2% / 1%