Portfolio Management Services (PMS)Compare Schemes
Capitalmind - Surge India vs Nine Rivers Capital - Aurum Small Cap Opportunities
Add SchemeGrowth of ₹1 Crore
Capitalmind - Surge India
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%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−2.53%
−0.59%
6 Months
2.18%
18.29%
1 Year
−4.96%
5.81%
3 Years
15.69%
7.48%
5 Years
15.58%
14.52%
Since Inception
10.95%
24.60%
Fund Age
8 yrs 8 mo
13 yrs 8 mo
AUM
₹649.19 Cr
₹708.2 Cr
Alpha – 1 Year
−4.53%
1.09%
Alpha – 3 Years
7.12%
−4.61%
Information Ratio – 3 Years
0.60
-0.16
Volatility – 1 Year
15.34%
29.19%
Volatility – 3 Years
18.43%
22.60%
Beta – 1 Year
0.74
1.53
Beta – 3 Years
0.99
1.17
Sharpe Ratio – 1 Year
-0.61
0.14
Sharpe Ratio – 3 Years
0.59
0.29
Worst Rolling Year
-6.10%
-18.85%
Value at Worst Rolling Year
₹0.94 Cr
₹0.81 Cr
Deepest Drawdown
−22.16%
−30.22%
Recovery Period
122 days
Not yet recovered
1-Year Rolling Windows Positive
91.42%
85.17%
Median Rolling Year
20.85%
23.06%
5-Year Rolling Windows Positive
100.00%
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
1.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
3% / 2% / 1%