Portfolio Management Services (PMS)Compare Schemes
Emkay Investments - Indias Golden Decade of Growth vs Nine Rivers Capital - Aurum Small Cap Opportunities
Emkay Investments - Indias Golden Decade of Growth
Nine Rivers Capital - Aurum Small Cap Opportunities
Add SchemeGrowth of ₹1 Crore
Emkay Investments - Indias Golden Decade of Growth
Nine Rivers Capital - Aurum Small Cap Opportunities
Return for the risk
3 yrs return
0%
5%
10%
15%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.09%
−0.59%
6 Months
11.86%
18.29%
1 Year
5.85%
5.81%
3 Years
—
7.48%
5 Years
—
14.52%
Since Inception
15.00%
24.60%
Fund Age
2 yrs 10 mo
13 yrs 8 mo
AUM
₹101.25 Cr
₹708.2 Cr
Alpha – 1 Year
1.13%
1.09%
Alpha – 3 Years
—
−4.61%
Information Ratio – 3 Years
—
-0.16
Volatility – 1 Year
21.08%
29.19%
Volatility – 3 Years
—
22.60%
Beta – 1 Year
1.15
1.53
Beta – 3 Years
—
1.17
Sharpe Ratio – 1 Year
0.12
0.14
Sharpe Ratio – 3 Years
—
0.29
Worst Rolling Year
—
-18.85%
Value at Worst Rolling Year
—
₹0.81 Cr
Deepest Drawdown
−17.28%
−30.22%
Recovery Period
Not yet recovered
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 39% · M 19% · S 43%
—
Number of Stocks
—
—
Portfolio P/E
—
—
Top 5 Holdings
ICICI Bank Ltd · 0.00%
Eternal Ltd · 0.00%
Nippon Life India Asset Management Ltd · 0.00%
Larsen & Toubro Ltd · 0.00%
Reliance Industries Ltd · 0.00%
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
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
3% / 2% / 1%