Portfolio Management Services (PMS)Compare Schemes
Hem Securities - India Rising SME Stars vs Nine Rivers Capital - Aurum Small Cap Opportunities
Hem Securities - India Rising SME Stars
Nine Rivers Capital - Aurum Small Cap Opportunities
Add SchemeGrowth of ₹1 Crore
Hem Securities - India Rising SME Stars
Nine Rivers Capital - Aurum Small Cap Opportunities
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
Nifty 500 · 10.9%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
13.08%
−0.59%
6 Months
39.75%
18.29%
1 Year
15.14%
5.81%
3 Years
13.51%
7.48%
5 Years
—
14.52%
Since Inception
26.22%
24.60%
Fund Age
4 yrs 6 mo
13 yrs 8 mo
AUM
₹81.24 Cr
₹708.2 Cr
Alpha – 1 Year
11.38%
1.09%
Alpha – 3 Years
2.62%
−4.61%
Information Ratio – 3 Years
0.33
-0.16
Volatility – 1 Year
46.80%
29.19%
Volatility – 3 Years
34.40%
22.60%
Beta – 1 Year
2.21
1.53
Beta – 3 Years
1.57
1.17
Sharpe Ratio – 1 Year
0.38
0.14
Sharpe Ratio – 3 Years
0.37
0.29
Worst Rolling Year
9.66%
-18.85%
Value at Worst Rolling Year
₹1.10 Cr
₹0.81 Cr
Deepest Drawdown
−43.02%
−30.22%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
85.17%
Median Rolling Year
21.78%
23.06%
5-Year Rolling Windows Positive
—
96.19%
Market-Cap Mix
—
—
Number of Stocks
—
—
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
20% of profit, above 10%
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
3% / 2% / 1%