Portfolio Management Services (PMS)Compare Schemes
Centrum PMS - Build to Last vs Nine Rivers Capital - Aurum Small Cap Opportunities
Add SchemeGrowth of ₹1 Crore
Centrum PMS - Build to Last
Nine Rivers Capital - Aurum Small Cap Opportunities
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
Nifty 500 · 12.1%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−0.04%
−0.59%
6 Months
−3.71%
18.29%
1 Year
−1.23%
5.81%
3 Years
7.88%
7.48%
5 Years
5.71%
14.52%
Since Inception
9.28%
24.60%
Fund Age
7 yrs 1 mo
13 yrs 8 mo
AUM
₹2.48 Cr
₹708.2 Cr
Alpha – 1 Year
−5.95%
1.09%
Alpha – 3 Years
−4.21%
−4.61%
Information Ratio – 3 Years
-1.27
-0.16
Volatility – 1 Year
17.16%
29.19%
Volatility – 3 Years
14.17%
22.60%
Beta – 1 Year
0.98
1.53
Beta – 3 Years
0.90
1.17
Sharpe Ratio – 1 Year
-0.29
0.14
Sharpe Ratio – 3 Years
0.17
0.29
Worst Rolling Year
5.24%
-18.85%
Value at Worst Rolling Year
₹1.05 Cr
₹0.81 Cr
Deepest Drawdown
−16.54%
−30.22%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
85.17%
Median Rolling Year
11.29%
23.06%
5-Year Rolling Windows Positive
100.00%
96.19%
Market-Cap Mix
L 92% · M 4%
—
Number of Stocks
26
—
Portfolio P/E
29.84
—
Top 5 Holdings
HDFC Bank Ltd · 9.71%
Reliance Industries Ltd · 7.63%
Bharat Electronics Ltd · 6.87%
Adani Ports & Special Economic Zone Ltd · 6.13%
Mahindra & Mahindra Ltd · 4.90%
Astra Microwave Products Ltd
S J S Enterprises Ltd
CCL Products (India) Ltd
Intellect Design Arena Ltd
Jash Engineering Limited
Top Sectors
Financial Services · 24.30%
Capital Goods · 11.53%
Automobile and Auto Components · 11.45%
—
Fixed Fee
1.75% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
3% / 2% / 1%