Portfolio Management Services (PMS)Compare Schemes
Karma Capital Magnolia vs Nine Rivers Capital - Aurum Small Cap Opportunities
Add SchemeGrowth of ₹1 Crore
Karma Capital Magnolia
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
0.10%
−0.59%
6 Months
8.00%
18.29%
1 Year
6.50%
5.81%
3 Years
11.40%
7.48%
5 Years
—
14.52%
Since Inception
13.00%
24.60%
Fund Age
3 yrs 6 mo
13 yrs 8 mo
AUM
₹9.42 Cr
₹708.2 Cr
Alpha – 1 Year
1.80%
1.09%
Alpha – 3 Years
−0.70%
−4.61%
Information Ratio – 3 Years
-0.20
-0.16
Volatility – 1 Year
21.60%
29.19%
Volatility – 3 Years
16.09%
22.60%
Beta – 1 Year
1.19
1.53
Beta – 3 Years
0.99
1.17
Sharpe Ratio – 1 Year
0.17
0.14
Sharpe Ratio – 3 Years
0.37
0.29
Worst Rolling Year
8.82%
-18.85%
Value at Worst Rolling Year
₹1.09 Cr
₹0.81 Cr
Deepest Drawdown
−17.53%
−30.22%
Recovery Period
122 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
85.17%
Median Rolling Year
13.10%
23.06%
5-Year Rolling Windows Positive
—
96.19%
Market-Cap Mix
L 51% · M 15% · S 33%
—
Number of Stocks
—
—
Portfolio P/E
—
—
Top 5 Holdings
ICICI Bank Ltd · 5.80%
Bajaj Finance Ltd · 5.80%
Cholamandalam Investment & Finance Company Ltd · 5.10%
HDFC Bank Ltd · 4.90%
Piramal Finance Ltd · 4.60%
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
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0.1% / – / 0%
3% / 2% / 1%