Portfolio Management Services (PMS)Compare Schemes
Equitree - Emerging Opportunities vs Nine Rivers Capital - Aurum Small Cap Opportunities
Add SchemeGrowth of ₹1 Crore
Equitree - Emerging Opportunities
Nine Rivers Capital - Aurum Small Cap Opportunities
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
25%
Nifty 500 · 11.9%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
−3.81%
−0.59%
6 Months
10.86%
18.29%
1 Year
−4.49%
5.81%
3 Years
22.00%
7.48%
5 Years
21.09%
14.52%
Since Inception
7.35%
24.60%
Fund Age
8 yrs 9 mo
13 yrs 8 mo
AUM
₹1,454.75 Cr
₹708.2 Cr
Alpha – 1 Year
−7.47%
1.09%
Alpha – 3 Years
10.11%
−4.61%
Information Ratio – 3 Years
0.32
-0.16
Volatility – 1 Year
31.30%
29.19%
Volatility – 3 Years
27.30%
22.60%
Beta – 1 Year
1.42
1.53
Beta – 3 Years
1.22
1.17
Sharpe Ratio – 1 Year
-0.18
0.14
Sharpe Ratio – 3 Years
0.66
0.29
Worst Rolling Year
-30.88%
-18.85%
Value at Worst Rolling Year
₹0.69 Cr
₹0.81 Cr
Deepest Drawdown
−34.06%
−30.22%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
83.55%
85.17%
Median Rolling Year
31.74%
23.06%
5-Year Rolling Windows Positive
82.61%
96.19%
Market-Cap Mix
L 0% · S 88%
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Number of Stocks
—
—
Portfolio P/E
—
—
Top 5 Holdings
Cash & Cash Equivalent · 16.58%
Shakti Pumps (India) Ltd · 13.38%
S P Apparels Ltd · 7.10%
Shree Pushkar Chemicals & Fertilizers Ltd · 6.77%
Talbros Automotive Components Ltd · 5.91%
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
20% of profit, above 0%
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
3% / 2% / 1%