Portfolio Management Services (PMS)Compare Schemes
Marcellus - Kings of Capital vs Nine Rivers Capital - Aurum Small Cap Opportunities
Add SchemeGrowth of ₹1 Crore
Marcellus - Kings of Capital
Nine Rivers Capital - Aurum Small Cap Opportunities
Return for the risk
3 yrs return
0%
5%
10%
15%
NIFTY 50 Total Return Index · 8.6%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.50%
−0.59%
6 Months
2.02%
18.29%
1 Year
0.60%
5.81%
3 Years
8.21%
7.48%
5 Years
5.75%
14.52%
Since Inception
9.73%
24.60%
Fund Age
6 yrs
13 yrs 8 mo
AUM
₹128.19 Cr
₹708.2 Cr
Alpha – 1 Year
1.03%
1.09%
Alpha – 3 Years
−0.36%
−4.61%
Information Ratio – 3 Years
0.12
-0.16
Volatility – 1 Year
19.24%
29.19%
Volatility – 3 Years
14.76%
22.60%
Beta – 1 Year
1.13
1.53
Beta – 3 Years
0.95
1.17
Sharpe Ratio – 1 Year
-0.16
0.14
Sharpe Ratio – 3 Years
0.24
0.29
Worst Rolling Year
0.20%
-18.85%
Value at Worst Rolling Year
₹1.00 Cr
₹0.81 Cr
Deepest Drawdown
−18.72%
−30.22%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
98.09%
85.17%
Median Rolling Year
8.37%
23.06%
5-Year Rolling Windows Positive
100.00%
96.19%
Market-Cap Mix
L 47% · M 42% · S 11%
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Number of Stocks
—
—
Portfolio P/E
—
—
Top 5 Holdings
Axis Bank Ltd · 8.00%
HDFC Bank Ltd · 7.50%
Cholamandalam Investment & Finance Company Ltd · 7.00%
Motilal Oswal Financial Services Ltd · 6.00%
Nuvama Wealth Management Ltd · 6.00%
Astra Microwave Products Ltd
S J S Enterprises Ltd
CCL Products (India) Ltd
Intellect Design Arena Ltd
Jash Engineering Limited
Top Sectors
—
—
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
3% / 2% / 1%