Portfolio Management Services (PMS)Compare Schemes
Nine Rivers Capital - Aurum Small Cap Opportunities vs Purnartha One Strategy
Add SchemeGrowth of ₹1 Crore
Nine Rivers Capital - Aurum Small Cap Opportunities
Purnartha One 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%
−1.07%
6 Months
18.29%
4.90%
1 Year
5.81%
8.20%
3 Years
7.48%
—
5 Years
14.52%
—
Since Inception
24.60%
8.35%
Fund Age
13 yrs 8 mo
2 yrs 11 mo
AUM
₹708.2 Cr
₹5.79 Cr
Alpha – 1 Year
1.09%
1.34%
Alpha – 3 Years
−4.61%
—
Information Ratio – 3 Years
-0.16
—
Volatility – 1 Year
29.19%
14.87%
Volatility – 3 Years
22.60%
11.97%
Beta – 1 Year
1.53
1.50
Beta – 3 Years
1.17
—
Sharpe Ratio – 1 Year
0.14
0.25
Sharpe Ratio – 3 Years
0.29
0.34
Worst Rolling Year
-18.85%
—
Value at Worst Rolling Year
₹0.81 Cr
—
Deepest Drawdown
−30.22%
−10.35%
Recovery Period
Not yet recovered
92 days
1-Year Rolling Windows Positive
85.17%
—
Median Rolling Year
23.06%
—
5-Year Rolling Windows Positive
96.19%
—
Market-Cap Mix
—
L 23% · M 8% · S 15%
Number of Stocks
—
—
Portfolio P/E
—
20.01
Top 5 Holdings
Astra Microwave Products Ltd
S J S Enterprises Ltd
CCL Products (India) Ltd
Intellect Design Arena Ltd
Jash Engineering Limited
Max Healthcare Institute Ltd · 0.00%
Titagarh Rail Systems Ltd · 0.00%
Lloyds Metals & Energy Ltd · 0.00%
Titagarh Rail Systems Ltd · 0.00%
Coforge Ltd · 0.00%
Top Sectors
—
—
Fixed Fee
2.00% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
20% of profit, above 25%
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
3% / 2% / 1%