Portfolio Management Services (PMS)Compare Schemes
Nine Rivers Capital - Aurum Small Cap Opportunities vs Quest Investment Managers – Multi
Add SchemeGrowth of ₹1 Crore
Nine Rivers Capital - Aurum Small Cap Opportunities
Quest Investment Managers – Multi
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−0.59%
6.28%
6 Months
18.29%
16.32%
1 Year
5.81%
11.67%
3 Years
7.48%
19.26%
5 Years
14.52%
13.96%
Since Inception
24.60%
16.00%
Fund Age
13 yrs 8 mo
12 yrs
AUM
₹708.2 Cr
₹725.3 Cr
Alpha – 1 Year
1.09%
6.95%
Alpha – 3 Years
−4.61%
7.18%
Information Ratio – 3 Years
-0.16
0.87
Volatility – 1 Year
29.19%
21.97%
Volatility – 3 Years
22.60%
19.77%
Beta – 1 Year
1.53
1.15
Beta – 3 Years
1.17
1.13
Sharpe Ratio – 1 Year
0.14
0.37
Sharpe Ratio – 3 Years
0.29
0.73
Worst Rolling Year
-18.85%
-10.23%
Value at Worst Rolling Year
₹0.81 Cr
₹0.90 Cr
Deepest Drawdown
−30.22%
−25.02%
Recovery Period
Not yet recovered
525 days
1-Year Rolling Windows Positive
85.17%
93.09%
Median Rolling Year
23.06%
18.93%
5-Year Rolling Windows Positive
96.19%
100.00%
Market-Cap Mix
—
L 29% · M 26% · S 42%
Number of Stocks
—
34
Portfolio P/E
—
42.87
Top 5 Holdings
Astra Microwave Products Ltd
S J S Enterprises Ltd
CCL Products (India) Ltd
Intellect Design Arena Ltd
Jash Engineering Limited
Coforge Ltd · 6.37%
Sansera Engineering Ltd · 6.13%
Eternal Ltd · 5.92%
Piramal Pharma Ltd · 5.00%
One 97 Communications Ltd · 4.61%
Top Sectors
—
Financial Services · 25.07%
Consumer Services · 16.51%
Information Technology · 10.93%
Fixed Fee
2.00% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
1% / 0% / 0%