Portfolio Management Services (PMS)Compare Schemes
ICICI Prudential - Pipe Portfolio vs Nine Rivers Capital - Aurum Small Cap Opportunities
Add SchemeGrowth of ₹1 Crore
ICICI Prudential - Pipe Portfolio
Nine Rivers Capital - Aurum Small Cap Opportunities
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
3.18%
−0.59%
6 Months
10.33%
18.29%
1 Year
12.88%
5.81%
3 Years
16.20%
7.48%
5 Years
21.51%
14.52%
Since Inception
24.95%
24.60%
Fund Age
6 yrs 11 mo
13 yrs 8 mo
AUM
₹7,993.92 Cr
₹708.2 Cr
Alpha – 1 Year
8.16%
1.09%
Alpha – 3 Years
4.11%
−4.61%
Information Ratio – 3 Years
0.49
-0.16
Volatility – 1 Year
18.08%
29.19%
Volatility – 3 Years
17.36%
22.60%
Beta – 1 Year
0.97
1.53
Beta – 3 Years
1.00
1.17
Sharpe Ratio – 1 Year
0.46
0.14
Sharpe Ratio – 3 Years
0.65
0.29
Worst Rolling Year
16.21%
-18.85%
Value at Worst Rolling Year
₹1.16 Cr
₹0.81 Cr
Deepest Drawdown
−22.83%
−30.22%
Recovery Period
472 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
85.17%
Median Rolling Year
30.09%
23.06%
5-Year Rolling Windows Positive
100.00%
96.19%
Market-Cap Mix
M 14% · S 84%
—
Number of Stocks
41
—
Portfolio P/E
23.80
—
Top 5 Holdings
Sarda Energy & Minerals Ltd · 4.39%
Honasa Consumer Ltd · 4.32%
Vardhman Textiles Ltd · 4.08%
FSN E-Commerce Ventures Ltd · 3.75%
Usha Martin Ltd · 3.68%
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)
3% / 2% / 1%
3% / 2% / 1%