Portfolio Management Services (PMS)Compare Schemes
Nine Rivers Capital - Aurum Small Cap Opportunities vs Prosperity - Discovery Fund
Add SchemeGrowth of ₹1 Crore
Nine Rivers Capital - Aurum Small Cap Opportunities
Prosperity - Discovery Fund
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%
4.17%
6 Months
18.29%
20.15%
1 Year
5.81%
7.22%
3 Years
7.48%
9.88%
5 Years
14.52%
10.18%
Since Inception
24.60%
17.47%
Fund Age
13 yrs 8 mo
5 yrs 8 mo
AUM
₹708.2 Cr
₹112.12 Cr
Alpha – 1 Year
1.09%
2.50%
Alpha – 3 Years
−4.61%
−2.21%
Information Ratio – 3 Years
-0.16
-0.17
Volatility – 1 Year
29.19%
30.34%
Volatility – 3 Years
22.60%
23.32%
Beta – 1 Year
1.53
1.54
Beta – 3 Years
1.17
1.29
Sharpe Ratio – 1 Year
0.14
0.19
Sharpe Ratio – 3 Years
0.29
0.29
Worst Rolling Year
-18.85%
8.52%
Value at Worst Rolling Year
₹0.81 Cr
₹1.09 Cr
Deepest Drawdown
−30.22%
−32.53%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
85.17%
100.00%
Median Rolling Year
23.06%
18.20%
5-Year Rolling Windows Positive
96.19%
100.00%
Market-Cap Mix
—
M 39% · S 59%
Number of Stocks
—
28
Portfolio P/E
—
38.78
Top 5 Holdings
Astra Microwave Products Ltd
S J S Enterprises Ltd
CCL Products (India) Ltd
Intellect Design Arena Ltd
Jash Engineering Limited
—
Top Sectors
—
—
Fixed Fee
2.00% / yr
1.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
2% / 1% / 0%