Portfolio Management Services (PMS)Compare Schemes
Maximal Income Fund vs Nine Rivers Capital - Aurum Small Cap Opportunities
Add SchemeGrowth of ₹1 Crore
Maximal Income Fund
Nine Rivers Capital - Aurum Small Cap Opportunities
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
25%
Nifty 500 · 5.5%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.24%
−0.59%
6 Months
7.09%
18.29%
1 Year
17.57%
5.81%
3 Years
20.39%
7.48%
5 Years
—
14.52%
Since Inception
19.75%
24.60%
Fund Age
4 yrs 2 mo
13 yrs 8 mo
AUM
₹49.8 Cr
₹708.2 Cr
Alpha – 1 Year
16.32%
1.09%
Alpha – 3 Years
14.92%
−4.61%
Information Ratio – 3 Years
1.66
-0.16
Volatility – 1 Year
7.36%
29.19%
Volatility – 3 Years
8.69%
22.60%
Beta – 1 Year
1.50
1.53
Beta – 3 Years
0.91
1.17
Sharpe Ratio – 1 Year
1.55
0.14
Sharpe Ratio – 3 Years
1.63
0.29
Worst Rolling Year
18.51%
-18.85%
Value at Worst Rolling Year
₹1.19 Cr
₹0.81 Cr
Deepest Drawdown
—
−30.22%
Recovery Period
—
Not yet recovered
1-Year Rolling Windows Positive
100.00%
85.17%
Median Rolling Year
21.68%
23.06%
5-Year Rolling Windows Positive
—
96.19%
Market-Cap Mix
—
—
Number of Stocks
—
—
Portfolio P/E
—
—
Top 5 Holdings
—
Astra Microwave Products Ltd
S J S Enterprises Ltd
CCL Products (India) Ltd
Intellect Design Arena Ltd
Jash Engineering Limited
Top Sectors
—
—
Fixed Fee
1.00% / yr
2.00% / yr
Performance Fee / Plan
15% of profit, above 15%
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
3% / 2% / 1%