Portfolio Management Services (PMS)Compare Schemes
Mansi share-seven islands PMS vs Nine Rivers Capital - Aurum Small Cap Opportunities
Add SchemeGrowth of ₹1 Crore
Mansi share-seven islands PMS
Nine Rivers Capital - Aurum Small Cap Opportunities
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
2.10%
−0.59%
6 Months
29.13%
18.29%
1 Year
20.96%
5.81%
3 Years
17.22%
7.48%
5 Years
—
14.52%
Since Inception
23.59%
24.60%
Fund Age
3 yrs 7 mo
13 yrs 8 mo
AUM
₹147.56 Cr
₹708.2 Cr
Alpha – 1 Year
16.24%
1.09%
Alpha – 3 Years
5.13%
−4.61%
Information Ratio – 3 Years
0.33
-0.16
Volatility – 1 Year
30.80%
29.19%
Volatility – 3 Years
25.65%
22.60%
Beta – 1 Year
1.54
1.53
Beta – 3 Years
1.41
1.17
Sharpe Ratio – 1 Year
0.58
0.14
Sharpe Ratio – 3 Years
0.54
0.29
Worst Rolling Year
15.38%
-18.85%
Value at Worst Rolling Year
₹1.15 Cr
₹0.81 Cr
Deepest Drawdown
−28.52%
−30.22%
Recovery Period
122 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
85.17%
Median Rolling Year
21.14%
23.06%
5-Year Rolling Windows Positive
—
96.19%
Market-Cap Mix
L 63% · M 11% · S 17%
—
Number of Stocks
18
—
Portfolio P/E
—
—
Top 5 Holdings
Cash & Cash Equivalent · 8.51%
Reliance Industries Ltd · 4.92%
Larsen & Toubro Ltd · 4.76%
State Bank of India · 4.44%
ICICI Bank Ltd · 4.24%
Astra Microwave Products Ltd
S J S Enterprises Ltd
CCL Products (India) Ltd
Intellect Design Arena Ltd
Jash Engineering Limited
Top Sectors
Financial Services · 21.65%
Capital Goods · 11.04%
Healthcare · 8.42%
—
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
3% / 2% / 1%