Portfolio Management Services (PMS)Compare Schemes
Concept Investwell - Dynamic vs Nine Rivers Capital - Aurum Small Cap Opportunities
Add SchemeGrowth of ₹1 Crore
Concept Investwell - Dynamic
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
5.38%
−0.59%
6 Months
7.13%
18.29%
1 Year
11.04%
5.81%
3 Years
7.66%
7.48%
5 Years
8.70%
14.52%
Since Inception
14.13%
24.60%
Fund Age
6 yrs 10 mo
13 yrs 8 mo
AUM
₹3.45 Cr
₹708.2 Cr
Alpha – 1 Year
8.06%
1.09%
Alpha – 3 Years
−4.24%
−4.61%
Information Ratio – 3 Years
-0.53
-0.16
Volatility – 1 Year
15.44%
29.19%
Volatility – 3 Years
15.96%
22.60%
Beta – 1 Year
0.84
1.53
Beta – 3 Years
0.91
1.17
Sharpe Ratio – 1 Year
0.40
0.14
Sharpe Ratio – 3 Years
0.20
0.29
Worst Rolling Year
3.12%
-18.85%
Value at Worst Rolling Year
₹1.03 Cr
₹0.81 Cr
Deepest Drawdown
−27.30%
−30.22%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
85.17%
Median Rolling Year
14.45%
23.06%
5-Year Rolling Windows Positive
100.00%
96.19%
Market-Cap Mix
L 64% · M 36%
—
Number of Stocks
23
—
Portfolio P/E
34.11
—
Top 5 Holdings
Bajaj Holdings & Investment Ltd · 6.60%
Mirae Asset Nifty 50 ETF · 6.20%
Persistent Systems Ltd · 5.25%
Bharti Airtel Ltd · 5.20%
Mahindra & Mahindra Ltd · 5.00%
Astra Microwave Products Ltd
S J S Enterprises Ltd
CCL Products (India) Ltd
Intellect Design Arena Ltd
Jash Engineering Limited
Top Sectors
Financial Services · 34.11%
Automobile and Auto Components · 12.44%
Information Technology · 10.77%
—
Fixed Fee
2.25% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
3% / 2% / 1%