Portfolio Management Services (PMS)Compare Schemes
Green Portfolio - Super 30 Dynamic vs Nine Rivers Capital - Aurum Small Cap Opportunities
Add SchemeGrowth of ₹1 Crore
Green Portfolio - Super 30 Dynamic
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
−0.92%
−0.59%
6 Months
32.15%
18.29%
1 Year
16.77%
5.81%
3 Years
19.00%
7.48%
5 Years
20.10%
14.52%
Since Inception
27.01%
24.60%
Fund Age
6 yrs 10 mo
13 yrs 8 mo
AUM
₹247.64 Cr
₹708.2 Cr
Alpha – 1 Year
13.79%
1.09%
Alpha – 3 Years
7.10%
−4.61%
Information Ratio – 3 Years
0.30
-0.16
Volatility – 1 Year
39.13%
29.19%
Volatility – 3 Years
29.47%
22.60%
Beta – 1 Year
1.87
1.53
Beta – 3 Years
1.36
1.17
Sharpe Ratio – 1 Year
0.42
0.14
Sharpe Ratio – 3 Years
0.55
0.29
Worst Rolling Year
15.03%
-18.85%
Value at Worst Rolling Year
₹1.15 Cr
₹0.81 Cr
Deepest Drawdown
−35.86%
−30.22%
Recovery Period
94 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
85.17%
Median Rolling Year
31.90%
23.06%
5-Year Rolling Windows Positive
100.00%
96.19%
Market-Cap Mix
S 80%
—
Number of Stocks
42
—
Portfolio P/E
42.30
—
Top 5 Holdings
Sejal Glass Ltd · 10.47%
HFCL Ltd · 8.12%
Centum Electronics Ltd · 7.51%
Supriya Lifescience Ltd · 5.88%
Misc · 5.19%
Astra Microwave Products Ltd
S J S Enterprises Ltd
CCL Products (India) Ltd
Intellect Design Arena Ltd
Jash Engineering Limited
Top Sectors
—
—
Fixed Fee
2.25% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
3% / 2% / 1%