Portfolio Management Services (PMS)Compare Schemes
Motilal Oswal - India Growth Strategy vs Nine Rivers Capital - Aurum Small Cap Opportunities
Add SchemeGrowth of ₹1 Crore
Motilal Oswal - India Growth Strategy
Nine Rivers Capital - Aurum Small Cap Opportunities
Return for the risk
3 yrs return
0%
5%
10%
15%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.02%
−0.59%
6 Months
20.43%
18.29%
1 Year
14.98%
5.81%
3 Years
—
7.48%
5 Years
—
14.52%
Since Inception
20.69%
24.60%
Fund Age
2 yrs 8 mo
13 yrs 8 mo
AUM
₹320.35 Cr
₹708.2 Cr
Alpha – 1 Year
12.00%
1.09%
Alpha – 3 Years
—
−4.61%
Information Ratio – 3 Years
—
-0.16
Volatility – 1 Year
24.24%
29.19%
Volatility – 3 Years
—
22.60%
Beta – 1 Year
1.26
1.53
Beta – 3 Years
—
1.17
Sharpe Ratio – 1 Year
0.46
0.14
Sharpe Ratio – 3 Years
—
0.29
Worst Rolling Year
—
-18.85%
Value at Worst Rolling Year
—
₹0.81 Cr
Deepest Drawdown
−12.04%
−30.22%
Recovery Period
Not yet recovered
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
L 5% · M 36% · S 51%
—
Number of Stocks
29
—
Portfolio P/E
40.22
—
Top 5 Holdings
Cash & Cash Equivalent · 7.73%
Piramal Finance Ltd · 6.28%
Syrma SGS Technology Ltd · 6.04%
Sky Gold & Diamonds Ltd · 4.81%
PG Electroplast Ltd · 4.57%
Astra Microwave Products Ltd
S J S Enterprises Ltd
CCL Products (India) Ltd
Intellect Design Arena Ltd
Jash Engineering Limited
Top Sectors
Financial Services · 29.63%
Capital Goods · 20.16%
Consumer Durables · 13.44%
—
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 0% / 0%
3% / 2% / 1%