Portfolio Management Services (PMS)Compare Schemes
Nine Rivers Capital - Aurum Small Cap Opportunities vs Nippon - Emerging India - EIP
Add SchemeGrowth of ₹1 Crore
Nine Rivers Capital - Aurum Small Cap Opportunities
Nippon - Emerging India - EIP
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
−0.59%
2.63%
6 Months
18.29%
13.11%
1 Year
5.81%
15.44%
3 Years
7.48%
15.82%
5 Years
14.52%
15.29%
Since Inception
24.60%
15.37%
Fund Age
13 yrs 8 mo
9 yrs 4 mo
AUM
₹708.2 Cr
₹32.48 Cr
Alpha – 1 Year
1.09%
10.72%
Alpha – 3 Years
−4.61%
3.73%
Information Ratio – 3 Years
-0.16
0.69
Volatility – 1 Year
29.19%
17.99%
Volatility – 3 Years
22.60%
17.45%
Beta – 1 Year
1.53
0.99
Beta – 3 Years
1.17
1.02
Sharpe Ratio – 1 Year
0.14
0.59
Sharpe Ratio – 3 Years
0.29
0.71
Worst Rolling Year
-18.85%
-6.27%
Value at Worst Rolling Year
₹0.81 Cr
₹0.94 Cr
Deepest Drawdown
−30.22%
−21.15%
Recovery Period
Not yet recovered
474 days
1-Year Rolling Windows Positive
85.17%
92.43%
Median Rolling Year
23.06%
21.04%
5-Year Rolling Windows Positive
96.19%
100.00%
Market-Cap Mix
—
L 8% · M 22% · S 44%
Number of Stocks
—
30
Portfolio P/E
—
30.67
Top 5 Holdings
Astra Microwave Products Ltd
S J S Enterprises Ltd
CCL Products (India) Ltd
Intellect Design Arena Ltd
Jash Engineering Limited
Other Equity · 21.17%
Cash & Cash Equivalent · 6.98%
Cholamandalam Investment & Finance Company Ltd · 5.06%
Timken India Ltd · 4.58%
Coforge Ltd · 3.36%
Top Sectors
—
Financial Services · 34.00%
Healthcare · 12.40%
Information Technology · 7.16%
Fixed Fee
2.00% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
2% / 0% / 0%