Portfolio Management Services (PMS)Compare Schemes
Master Trust India Growth Strategy vs Nine Rivers Capital - Aurum Small Cap Opportunities
Add SchemeGrowth of ₹1 Crore
Master Trust India Growth Strategy
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
5.45%
−0.59%
6 Months
16.85%
18.29%
1 Year
9.30%
5.81%
3 Years
14.05%
7.48%
5 Years
14.30%
14.52%
Since Inception
24.29%
24.60%
Fund Age
14 yrs 10 mo
13 yrs 8 mo
AUM
₹372.24 Cr
₹708.2 Cr
Alpha – 1 Year
4.58%
1.09%
Alpha – 3 Years
1.97%
−4.61%
Information Ratio – 3 Years
0.33
-0.16
Volatility – 1 Year
21.18%
29.19%
Volatility – 3 Years
20.18%
22.60%
Beta – 1 Year
1.04
1.53
Beta – 3 Years
1.12
1.17
Sharpe Ratio – 1 Year
0.27
0.14
Sharpe Ratio – 3 Years
0.49
0.29
Worst Rolling Year
-10.46%
-18.85%
Value at Worst Rolling Year
₹0.90 Cr
₹0.81 Cr
Deepest Drawdown
−23.77%
−30.22%
Recovery Period
99 days
Not yet recovered
1-Year Rolling Windows Positive
93.61%
85.17%
Median Rolling Year
27.35%
23.06%
5-Year Rolling Windows Positive
100.00%
96.19%
Market-Cap Mix
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—
Number of Stocks
—
—
Portfolio P/E
—
—
Top 5 Holdings
Antelopus Selan Energy Ltd
Landmark Cars Ltd
Shilpa Medicare Ltd
Astra Microwave Products Ltd
S J S Enterprises Ltd
CCL Products (India) Ltd
Intellect Design Arena Ltd
Jash Engineering Limited
Top Sectors
—
—
Fixed Fee
1.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1.5% / 0.5%
3% / 2% / 1%