Portfolio Management Services (PMS)Compare Schemes
JM Financial - Focus vs Nine Rivers Capital - Aurum Small Cap Opportunities
Add SchemeGrowth of ₹1 Crore
JM Financial - Focus
Nine Rivers Capital - Aurum Small Cap Opportunities
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
Nifty 500 · 11.9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.03%
−0.59%
6 Months
6.82%
18.29%
1 Year
3.42%
5.81%
3 Years
13.55%
7.48%
5 Years
9.47%
14.52%
Since Inception
15.08%
24.60%
Fund Age
13 yrs 9 mo
13 yrs 8 mo
AUM
₹319.05 Cr
₹708.2 Cr
Alpha – 1 Year
0.44%
1.09%
Alpha – 3 Years
1.66%
−4.61%
Information Ratio – 3 Years
0.24
-0.16
Volatility – 1 Year
13.79%
29.19%
Volatility – 3 Years
15.92%
22.60%
Beta – 1 Year
0.75
1.53
Beta – 3 Years
0.91
1.17
Sharpe Ratio – 1 Year
-0.08
0.14
Sharpe Ratio – 3 Years
0.53
0.29
Worst Rolling Year
—
-18.85%
Value at Worst Rolling Year
—
₹0.81 Cr
Deepest Drawdown
−20.24%
−30.22%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
85.17%
Median Rolling Year
—
23.06%
5-Year Rolling Windows Positive
—
96.19%
Market-Cap Mix
L 63% · M 12% · S 18%
—
Number of Stocks
49
—
Portfolio P/E
33.08
—
Top 5 Holdings
ICICI Bank Ltd · 6.48%
HDFC Bank Ltd · 5.81%
Axis Bank Ltd · 5.40%
Divis Laboratories Ltd · 5.04%
Pidilite Industries Ltd · 4.93%
Astra Microwave Products Ltd
S J S Enterprises Ltd
CCL Products (India) Ltd
Intellect Design Arena Ltd
Jash Engineering Limited
Top Sectors
Capital Goods · 25.27%
Financial Services · 18.78%
Healthcare · 14.56%
—
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 0%
3% / 2% / 1%