Portfolio Management Services (PMS)Compare Schemes
Nine Rivers Capital - Aurum Small Cap Opportunities vs Prabhudas-Aqua Strategy
Add SchemeGrowth of ₹1 Crore
Nine Rivers Capital - Aurum Small Cap Opportunities
Prabhudas-Aqua 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%
−0.63%
6 Months
18.29%
8.65%
1 Year
5.81%
10.66%
3 Years
7.48%
—
5 Years
14.52%
—
Since Inception
24.60%
22.10%
Fund Age
13 yrs 8 mo
2 yrs 7 mo
AUM
₹708.2 Cr
₹374.18 Cr
Alpha – 1 Year
1.09%
2.92%
Alpha – 3 Years
−4.61%
—
Information Ratio – 3 Years
-0.16
—
Volatility – 1 Year
29.19%
10.32%
Volatility – 3 Years
22.60%
—
Beta – 1 Year
1.53
0.27
Beta – 3 Years
1.17
—
Sharpe Ratio – 1 Year
0.14
0.50
Sharpe Ratio – 3 Years
0.29
—
Worst Rolling Year
-18.85%
—
Value at Worst Rolling Year
₹0.81 Cr
—
Deepest Drawdown
−30.22%
−8.56%
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%
—
Market-Cap Mix
—
L 49% · M 41% · S 9%
Number of Stocks
—
37
Portfolio P/E
—
19.24
Top 5 Holdings
Astra Microwave Products Ltd
S J S Enterprises Ltd
CCL Products (India) Ltd
Intellect Design Arena Ltd
Jash Engineering Limited
National Aluminium Company Ltd · 4.36%
Vedanta Ltd · 3.83%
BSE Ltd · 3.78%
Oil & Natural Gas Corpn Ltd · 3.58%
Hindalco Industries Ltd · 3.52%
Top Sectors
—
Financial Services · 22.51%
Metals & Mining · 21.08%
Oil, Gas & Consumable Fuels · 8.89%
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%