Portfolio Management Services (PMS)Compare Schemes
Nine Rivers Capital - Aurum Small Cap Opportunities vs Purnartha Pratham Strategy
Add SchemeGrowth of ₹1 Crore
Nine Rivers Capital - Aurum Small Cap Opportunities
Purnartha Pratham 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%
5.49%
6 Months
18.29%
9.46%
1 Year
5.81%
17.52%
3 Years
7.48%
14.28%
5 Years
14.52%
9.02%
Since Inception
24.60%
12.49%
Fund Age
13 yrs 8 mo
5 yrs 11 mo
AUM
₹708.2 Cr
₹1,633.45 Cr
Alpha – 1 Year
1.09%
12.80%
Alpha – 3 Years
−4.61%
2.19%
Information Ratio – 3 Years
-0.16
0.28
Volatility – 1 Year
29.19%
23.87%
Volatility – 3 Years
22.60%
18.97%
Beta – 1 Year
1.53
1.12
Beta – 3 Years
1.17
1.06
Sharpe Ratio – 1 Year
0.14
0.57
Sharpe Ratio – 3 Years
0.29
0.55
Worst Rolling Year
-18.85%
7.21%
Value at Worst Rolling Year
₹0.81 Cr
₹1.07 Cr
Deepest Drawdown
−30.22%
−20.29%
Recovery Period
Not yet recovered
549 days
1-Year Rolling Windows Positive
85.17%
100.00%
Median Rolling Year
23.06%
13.49%
5-Year Rolling Windows Positive
96.19%
100.00%
Market-Cap Mix
—
L 14% · M 11% · S 40%
Number of Stocks
—
—
Portfolio P/E
—
24.05
Top 5 Holdings
Astra Microwave Products Ltd
S J S Enterprises Ltd
CCL Products (India) Ltd
Intellect Design Arena Ltd
Jash Engineering Limited
Pricol Ltd · 0.00%
Yatharth Hospital & Trauma Care Services Ltd · 0.00%
Bajaj Finance Ltd · 0.00%
Suzlon Energy Ltd · 0.00%
Finolex Cables 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%