Portfolio Management Services (PMS)Compare Schemes
Enam India Vision Portfolio vs Nine Rivers Capital - Aurum Small Cap Opportunities
Add SchemeGrowth of ₹1 Crore
Enam India Vision Portfolio
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
1.68%
−0.59%
6 Months
12.22%
18.29%
1 Year
16.41%
5.81%
3 Years
12.88%
7.48%
5 Years
—
14.52%
Since Inception
15.20%
24.60%
Fund Age
3 yrs 7 mo
13 yrs 8 mo
AUM
₹890.3 Cr
₹708.2 Cr
Alpha – 1 Year
11.69%
1.09%
Alpha – 3 Years
0.79%
−4.61%
Information Ratio – 3 Years
0.11
-0.16
Volatility – 1 Year
18.16%
29.19%
Volatility – 3 Years
14.87%
22.60%
Beta – 1 Year
0.92
1.53
Beta – 3 Years
0.86
1.17
Sharpe Ratio – 1 Year
0.64
0.14
Sharpe Ratio – 3 Years
0.54
0.29
Worst Rolling Year
11.39%
-18.85%
Value at Worst Rolling Year
₹1.11 Cr
₹0.81 Cr
Deepest Drawdown
−18.04%
−30.22%
Recovery Period
487 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
85.17%
Median Rolling Year
13.55%
23.06%
5-Year Rolling Windows Positive
—
96.19%
Market-Cap Mix
L 31% · M 50% · S 18%
—
Number of Stocks
20
—
Portfolio P/E
33.00
—
Top 5 Holdings
Piramal Finance Ltd · 10.75%
Aegis Logistics Ltd · 8.94%
Emcure Pharmaceuticals Ltd · 7.58%
Glenmark Pharmaceuticals Ltd · 7.51%
Bharti Airtel Ltd · 6.89%
Astra Microwave Products Ltd
S J S Enterprises Ltd
CCL Products (India) Ltd
Intellect Design Arena Ltd
Jash Engineering Limited
Top Sectors
—
—
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
3% / 2% / 1%