Portfolio Management Services (PMS)Compare Schemes
Nine Rivers Capital - Aurum Small Cap Opportunities vs PGIM India Equity Portfolio
Add SchemeGrowth of ₹1 Crore
Nine Rivers Capital - Aurum Small Cap Opportunities
PGIM India Equity Portfolio
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%
3.44%
6 Months
18.29%
14.84%
1 Year
5.81%
−4.03%
3 Years
7.48%
5.65%
5 Years
14.52%
—
Since Inception
24.60%
11.22%
Fund Age
13 yrs 8 mo
3 yrs 7 mo
AUM
₹708.2 Cr
₹83.14 Cr
Alpha – 1 Year
1.09%
−3.68%
Alpha – 3 Years
−4.61%
−3.35%
Information Ratio – 3 Years
-0.16
-0.26
Volatility – 1 Year
29.19%
22.60%
Volatility – 3 Years
22.60%
18.97%
Beta – 1 Year
1.53
1.04
Beta – 3 Years
1.17
1.04
Sharpe Ratio – 1 Year
0.14
-0.31
Sharpe Ratio – 3 Years
0.29
0.11
Worst Rolling Year
-18.85%
4.98%
Value at Worst Rolling Year
₹0.81 Cr
₹1.05 Cr
Deepest Drawdown
−30.22%
−33.20%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
85.17%
100.00%
Median Rolling Year
23.06%
7.75%
5-Year Rolling Windows Positive
96.19%
—
Market-Cap Mix
—
L 9% · M 28% · S 60%
Number of Stocks
—
27
Portfolio P/E
—
28.70
Top 5 Holdings
Astra Microwave Products Ltd
S J S Enterprises Ltd
CCL Products (India) Ltd
Intellect Design Arena Ltd
Jash Engineering Limited
Cash & Cash Equivalent · 9.50%
Universal Cables Ltd · 7.66%
Shaily Engineering Plastics Ltd · 6.91%
Saregama India Ltd · 6.23%
Bosch Ltd · 4.88%
Top Sectors
—
Capital Goods · 27.44%
Consumer Durables · 10.74%
Financial Services · 7.61%
Fixed Fee
2.00% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
3% / 2% / 1%