Portfolio Management Services (PMS)Compare Schemes
Nine Rivers Capital - Aurum Small Cap Opportunities vs Phillip Capital - Signature India Portfolio
Nine Rivers Capital - Aurum Small Cap Opportunities
Phillip Capital - Signature India Portfolio
Add SchemeGrowth of ₹1 Crore
Nine Rivers Capital - Aurum Small Cap Opportunities
Phillip Capital - Signature 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%
3.08%
6 Months
18.29%
14.24%
1 Year
5.81%
9.21%
3 Years
7.48%
8.31%
5 Years
14.52%
7.74%
Since Inception
24.60%
11.80%
Fund Age
13 yrs 8 mo
10 yrs 3 mo
AUM
₹708.2 Cr
₹251.07 Cr
Alpha – 1 Year
1.09%
4.51%
Alpha – 3 Years
−4.61%
−2.91%
Information Ratio – 3 Years
-0.16
-0.50
Volatility – 1 Year
29.19%
21.09%
Volatility – 3 Years
22.60%
15.86%
Beta – 1 Year
1.53
1.13
Beta – 3 Years
1.17
0.93
Sharpe Ratio – 1 Year
0.14
0.27
Sharpe Ratio – 3 Years
0.29
0.26
Worst Rolling Year
-18.85%
-3.45%
Value at Worst Rolling Year
₹0.81 Cr
₹0.97 Cr
Deepest Drawdown
−30.22%
−19.63%
Recovery Period
Not yet recovered
469 days
1-Year Rolling Windows Positive
85.17%
97.82%
Median Rolling Year
23.06%
11.94%
5-Year Rolling Windows Positive
96.19%
100.00%
Market-Cap Mix
—
L 30% · M 32% · S 34%
Number of Stocks
—
28
Portfolio P/E
—
55.43
Top 5 Holdings
Astra Microwave Products Ltd
S J S Enterprises Ltd
CCL Products (India) Ltd
Intellect Design Arena Ltd
Jash Engineering Limited
Divis Laboratories Ltd · 5.41%
ICICI Bank Ltd · 4.92%
Coforge Ltd · 4.49%
Syrma SGS Technology Ltd · 4.18%
HDFC Bank Ltd · 4.16%
Top Sectors
—
Financial Services · 15.55%
Healthcare · 12.76%
Capital Goods · 12.30%
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%