Portfolio Management Services (PMS)Compare Schemes
Nine Rivers Capital - Aurum Small Cap Opportunities vs Nippon - Indian Economic Transformation - ETP
Nine Rivers Capital - Aurum Small Cap Opportunities
Nippon - Indian Economic Transformation - ETP
Add SchemeGrowth of ₹1 Crore
Nine Rivers Capital - Aurum Small Cap Opportunities
Nippon - Indian Economic Transformation - ETP
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
Nifty 500 · 12.1%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−0.59%
3.08%
6 Months
18.29%
9.19%
1 Year
5.81%
9.02%
3 Years
7.48%
14.71%
5 Years
14.52%
10.31%
Since Inception
24.60%
14.95%
Fund Age
13 yrs 8 mo
7 yrs 10 mo
AUM
₹708.2 Cr
₹42.73 Cr
Alpha – 1 Year
1.09%
4.30%
Alpha – 3 Years
−4.61%
2.62%
Information Ratio – 3 Years
-0.16
0.63
Volatility – 1 Year
29.19%
17.52%
Volatility – 3 Years
22.60%
14.89%
Beta – 1 Year
1.53
0.97
Beta – 3 Years
1.17
0.92
Sharpe Ratio – 1 Year
0.14
0.26
Sharpe Ratio – 3 Years
0.29
0.66
Worst Rolling Year
-18.85%
8.19%
Value at Worst Rolling Year
₹0.81 Cr
₹1.08 Cr
Deepest Drawdown
−30.22%
−18.24%
Recovery Period
Not yet recovered
238 days
1-Year Rolling Windows Positive
85.17%
100.00%
Median Rolling Year
23.06%
16.27%
5-Year Rolling Windows Positive
96.19%
100.00%
Market-Cap Mix
—
L 18% · M 16% · S 37%
Number of Stocks
—
30
Portfolio P/E
—
31.64
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 · 20.96%
Cash & Cash Equivalent · 7.28%
Aster DM Quality Care Ltd · 3.76%
Neuland Laboratories Ltd · 3.55%
Delhivery Ltd · 3.54%
Top Sectors
—
Financial Services · 34.33%
Healthcare · 12.55%
Capital Goods · 4.50%
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%