Portfolio Management Services (PMS)Compare Schemes
Nine Rivers Capital - Aurum Small Cap Opportunities vs Phillip Capital - Emerging India Portfolio
Nine Rivers Capital - Aurum Small Cap Opportunities
Phillip Capital - Emerging India Portfolio
Add SchemeGrowth of ₹1 Crore
Nine Rivers Capital - Aurum Small Cap Opportunities
Phillip Capital - Emerging India 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%
3.88%
6 Months
18.29%
18.21%
1 Year
5.81%
11.44%
3 Years
7.48%
9.27%
5 Years
14.52%
10.90%
Since Inception
24.60%
13.08%
Fund Age
13 yrs 8 mo
9 yrs
AUM
₹708.2 Cr
₹29.3 Cr
Alpha – 1 Year
1.09%
6.74%
Alpha – 3 Years
−4.61%
−1.95%
Information Ratio – 3 Years
-0.16
-0.21
Volatility – 1 Year
29.19%
23.26%
Volatility – 3 Years
22.60%
18.09%
Beta – 1 Year
1.53
1.21
Beta – 3 Years
1.17
0.98
Sharpe Ratio – 1 Year
0.14
0.35
Sharpe Ratio – 3 Years
0.29
0.32
Worst Rolling Year
-18.85%
0.11%
Value at Worst Rolling Year
₹0.81 Cr
₹1.00 Cr
Deepest Drawdown
−30.22%
−21.53%
Recovery Period
Not yet recovered
436 days
1-Year Rolling Windows Positive
85.17%
99.73%
Median Rolling Year
23.06%
15.41%
5-Year Rolling Windows Positive
96.19%
100.00%
Market-Cap Mix
—
L 6% · M 32% · S 55%
Number of Stocks
—
23
Portfolio P/E
—
49.89
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 · 6.95%
Coforge Ltd · 5.74%
Syrma SGS Technology Ltd · 4.69%
Vishnu Chemicals Ltd · 4.48%
Carysil Ltd · 4.45%
Top Sectors
—
Capital Goods · 19.95%
Chemicals · 15.09%
Automobile and Auto Components · 11.05%
Fixed Fee
2.00% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
0% / 0% / 0%