Portfolio Management Services (PMS)Compare Schemes
MoneyBee-QUEENBEE vs Nine Rivers Capital - Aurum Small Cap Opportunities
Add SchemeGrowth of ₹1 Crore
MoneyBee-QUEENBEE
Nine Rivers Capital - Aurum Small Cap Opportunities
Return for the risk
3 yrs return
0%
5%
10%
15%
Nifty 500 · 10.9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.65%
−0.59%
6 Months
18.05%
18.29%
1 Year
−2.50%
5.81%
3 Years
11.39%
7.48%
5 Years
20.90%
14.52%
Since Inception
19.45%
24.60%
Fund Age
19 yrs 2 mo
13 yrs 8 mo
AUM
₹108.27 Cr
₹708.2 Cr
Alpha – 1 Year
−6.26%
1.09%
Alpha – 3 Years
0.49%
−4.61%
Information Ratio – 3 Years
—
-0.16
Volatility – 1 Year
31.36%
29.19%
Volatility – 3 Years
—
22.60%
Beta – 1 Year
1.61
1.53
Beta – 3 Years
—
1.17
Sharpe Ratio – 1 Year
-0.11
0.14
Sharpe Ratio – 3 Years
—
0.29
Worst Rolling Year
—
-18.85%
Value at Worst Rolling Year
—
₹0.81 Cr
Deepest Drawdown
—
−30.22%
Recovery Period
—
Not yet recovered
1-Year Rolling Windows Positive
—
85.17%
Median Rolling Year
—
23.06%
5-Year Rolling Windows Positive
—
96.19%
Market-Cap Mix
—
—
Number of Stocks
—
—
Portfolio P/E
—
—
Top 5 Holdings
Deep Industries Ltd · 24.32%
K.P. Energy Ltd · 14.58%
Suyog Telematics Ltd · 6.69%
Tejas Networks Ltd · 6.15%
Kilburn Engineering Ltd · 5.22%
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
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
3% / 2% / 1%