Portfolio Management Services (PMS)Compare Schemes
Nine Rivers Capital - Aurum Small Cap Opportunities vs QED Capital - Alphabets
Add SchemeGrowth of ₹1 Crore
Nine Rivers Capital - Aurum Small Cap Opportunities
QED Capital - Alphabets
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%
4.25%
6 Months
18.29%
7.44%
1 Year
5.81%
14.27%
3 Years
7.48%
13.32%
5 Years
14.52%
10.94%
Since Inception
24.60%
15.43%
Fund Age
13 yrs 8 mo
5 yrs 4 mo
AUM
₹708.2 Cr
₹21.45 Cr
Alpha – 1 Year
1.09%
9.55%
Alpha – 3 Years
−4.61%
1.23%
Information Ratio – 3 Years
-0.16
0.37
Volatility – 1 Year
29.19%
12.68%
Volatility – 3 Years
22.60%
17.36%
Beta – 1 Year
1.53
0.58
Beta – 3 Years
1.17
0.73
Sharpe Ratio – 1 Year
0.14
0.70
Sharpe Ratio – 3 Years
0.29
0.70
Worst Rolling Year
-18.85%
12.64%
Value at Worst Rolling Year
₹0.81 Cr
₹1.13 Cr
Deepest Drawdown
−30.22%
−26.06%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
85.17%
100.00%
Median Rolling Year
23.06%
17.49%
5-Year Rolling Windows Positive
96.19%
100.00%
Market-Cap Mix
—
L 7% · M 28% · S 62%
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
Syrma SGS Technology Ltd · 6.39%
Apar Industries Ltd · 5.62%
Karur Vysya Bank Ltd · 5.55%
Federal Bank Ltd · 5.48%
Cummins India Ltd · 5.31%
Top Sectors
—
Financial Services · 34.27%
Capital Goods · 23.09%
Healthcare · 5.74%
Fixed Fee
2.00% / yr
1.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
3% / 2% / 1%