Portfolio Management Services (PMS)Compare Schemes
Nine Rivers Capital - Aurum Small Cap Opportunities vs Phillip Income Builder Portfolio
Add SchemeGrowth of ₹1 Crore
Nine Rivers Capital - Aurum Small Cap Opportunities
Phillip Income Builder Portfolio
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%
0.82%
6 Months
18.29%
5.10%
1 Year
5.81%
10.73%
3 Years
7.48%
13.62%
5 Years
14.52%
—
Since Inception
24.60%
13.76%
Fund Age
13 yrs 8 mo
3 yrs
AUM
₹708.2 Cr
₹261.91 Cr
Alpha – 1 Year
1.09%
5.53%
Alpha – 3 Years
−4.61%
6.73%
Information Ratio – 3 Years
-0.16
2.55
Volatility – 1 Year
29.19%
1.39%
Volatility – 3 Years
22.60%
1.55%
Beta – 1 Year
1.53
0.39
Beta – 3 Years
1.17
0.13
Sharpe Ratio – 1 Year
0.14
3.51
Sharpe Ratio – 3 Years
0.29
4.91
Worst Rolling Year
-18.85%
13.63%
Value at Worst Rolling Year
₹0.81 Cr
₹1.14 Cr
Deepest Drawdown
−30.22%
—
Recovery Period
Not yet recovered
—
1-Year Rolling Windows Positive
85.17%
100.00%
Median Rolling Year
23.06%
13.72%
5-Year Rolling Windows Positive
96.19%
—
Market-Cap Mix
—
—
Number of Stocks
—
—
Portfolio P/E
—
—
Top 5 Holdings
Astra Microwave Products Ltd
S J S Enterprises Ltd
CCL Products (India) Ltd
Intellect Design Arena Ltd
Jash Engineering Limited
11% Kosamattam · 0.00%
Muthoot Fincorp Ltd. 10.45% DB REDEEM 24/12/2032 INR 10000 · 0.00%
Indostar Capital Finance Ltd 10.30% DB REDEEM 25/09/2027 INR 1000 · 0.00%
Navi Finserv Ltd. 10.75% DB REDEEM 19/08/2028 INR 10000 · 0.00%
MUTHOOTTU MINI FINANCIERS LTD 9.25 NCD 18SP27 FVRS10000 · 0.00%
Top Sectors
—
—
Fixed Fee
2.00% / yr
0.75% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
0% / 0% / 0%