Portfolio Management Services (PMS)Compare Schemes
Care PMS - Large & Midcap Strategy vs Nine Rivers Capital - Aurum Small Cap Opportunities
Add SchemeGrowth of ₹1 Crore
Care PMS - Large & Midcap Strategy
Nine Rivers Capital - Aurum Small Cap Opportunities
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−1.86%
−0.59%
6 Months
0.50%
18.29%
1 Year
6.34%
5.81%
3 Years
19.74%
7.48%
5 Years
16.62%
14.52%
Since Inception
20.10%
24.60%
Fund Age
6 yrs 1 mo
13 yrs 8 mo
AUM
₹56.91 Cr
₹708.2 Cr
Alpha – 1 Year
1.64%
1.09%
Alpha – 3 Years
7.64%
−4.61%
Information Ratio – 3 Years
0.90
-0.16
Volatility – 1 Year
16.52%
29.19%
Volatility – 3 Years
17.18%
22.60%
Beta – 1 Year
0.89
1.53
Beta – 3 Years
1.04
1.17
Sharpe Ratio – 1 Year
0.14
0.14
Sharpe Ratio – 3 Years
0.84
0.29
Worst Rolling Year
18.93%
-18.85%
Value at Worst Rolling Year
₹1.19 Cr
₹0.81 Cr
Deepest Drawdown
−18.72%
−30.22%
Recovery Period
245 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
85.17%
Median Rolling Year
25.30%
23.06%
5-Year Rolling Windows Positive
100.00%
96.19%
Market-Cap Mix
L 59% · M 40%
—
Number of Stocks
20
—
Portfolio P/E
27.00
—
Top 5 Holdings
Zydus Lifesciences Ltd · 12.94%
UltraTech Cement Ltd · 10.19%
Hindalco Industries Ltd · 8.37%
Coromandel International Ltd · 8.27%
Larsen & Toubro Ltd · 7.24%
Astra Microwave Products Ltd
S J S Enterprises Ltd
CCL Products (India) Ltd
Intellect Design Arena Ltd
Jash Engineering Limited
Top Sectors
Healthcare · 19.74%
Metals & Mining · 18.68%
Chemicals · 12.76%
—
Fixed Fee
2.00% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
3% / 2% / 1%