Portfolio Management Services (PMS)Compare Schemes
Nine Rivers Capital - Aurum Small Cap Opportunities vs NMR GROWTH STRATEGY
Add SchemeGrowth of ₹1 Crore
Nine Rivers Capital - Aurum Small Cap Opportunities
NMR GROWTH STRATEGY
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%
5.30%
6 Months
18.29%
39.16%
1 Year
5.81%
20.20%
3 Years
7.48%
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5 Years
14.52%
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Since Inception
24.60%
17.87%
Fund Age
13 yrs 8 mo
19 mo
AUM
₹708.2 Cr
₹82.38 Cr
Alpha – 1 Year
1.09%
15.48%
Alpha – 3 Years
−4.61%
—
Information Ratio – 3 Years
-0.16
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Volatility – 1 Year
29.19%
34.86%
Volatility – 3 Years
22.60%
—
Beta – 1 Year
1.53
1.65
Beta – 3 Years
1.17
—
Sharpe Ratio – 1 Year
0.14
0.53
Sharpe Ratio – 3 Years
0.29
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Worst Rolling Year
-18.85%
—
Value at Worst Rolling Year
₹0.81 Cr
—
Deepest Drawdown
−30.22%
−24.64%
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%
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Market-Cap Mix
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Number of Stocks
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Portfolio P/E
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Top 5 Holdings
Astra Microwave Products Ltd
S J S Enterprises Ltd
CCL Products (India) Ltd
Intellect Design Arena Ltd
Jash Engineering Limited
Sanghvi Movers Ltd · 11.58%
Steel Strips Wheels Ltd · 10.85%
Technocraft Industries (India) Ltd · 9.43%
Garware Hi Tech Films Ltd · 8.37%
Surya Roshni Ltd · 8.12%
Top Sectors
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Fixed Fee
2.00% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Variable Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
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