Portfolio Management Services (PMS)Compare Schemes
Dalal & Broacha - Long Term Growth vs Nine Rivers Capital - Aurum Small Cap Opportunities
Add SchemeGrowth of ₹1 Crore
Dalal & Broacha - Long Term Growth
Nine Rivers Capital - Aurum Small Cap Opportunities
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
NIFTY 50 Total Return Index · 9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.61%
−0.59%
6 Months
11.19%
18.29%
1 Year
4.47%
5.81%
3 Years
14.82%
7.48%
5 Years
12.64%
14.52%
Since Inception
13.38%
24.60%
Fund Age
19 yrs
13 yrs 8 mo
AUM
₹1,249 Cr
₹708.2 Cr
Alpha – 1 Year
4.82%
1.09%
Alpha – 3 Years
5.82%
−4.61%
Information Ratio – 3 Years
0.87
-0.16
Volatility – 1 Year
21.24%
29.19%
Volatility – 3 Years
17.51%
22.60%
Beta – 1 Year
1.09
1.53
Beta – 3 Years
1.04
1.17
Sharpe Ratio – 1 Year
0.05
0.14
Sharpe Ratio – 3 Years
0.69
0.29
Worst Rolling Year
—
-18.85%
Value at Worst Rolling Year
—
₹0.81 Cr
Deepest Drawdown
—
−30.22%
Recovery Period
—
Not yet recovered
1-Year Rolling Windows Positive
—
85.17%
Median Rolling Year
—
23.06%
5-Year Rolling Windows Positive
—
96.19%
Market-Cap Mix
L 40% · M 40% · S 15%
—
Number of Stocks
25
—
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
2.00% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
3% / 2% / 1%