Portfolio Management Services (PMS)Compare Schemes
Nine Rivers Capital - Aurum Small Cap Opportunities vs Renaissance - Opportunities Portfolio
Add SchemeGrowth of ₹1 Crore
Nine Rivers Capital - Aurum Small Cap Opportunities
Renaissance - Opportunities Portfolio
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
Nifty 500 · 12.1%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−0.59%
−0.04%
6 Months
18.29%
0.28%
1 Year
5.81%
2.14%
3 Years
7.48%
10.02%
5 Years
14.52%
13.15%
Since Inception
24.60%
11.46%
Fund Age
13 yrs 8 mo
8 yrs 7 mo
AUM
₹708.2 Cr
₹585.94 Cr
Alpha – 1 Year
1.09%
2.49%
Alpha – 3 Years
−4.61%
1.02%
Information Ratio – 3 Years
-0.16
0.18
Volatility – 1 Year
29.19%
16.38%
Volatility – 3 Years
22.60%
14.42%
Beta – 1 Year
1.53
1.00
Beta – 3 Years
1.17
0.96
Sharpe Ratio – 1 Year
0.14
-0.13
Sharpe Ratio – 3 Years
0.29
0.38
Worst Rolling Year
-18.85%
3.37%
Value at Worst Rolling Year
₹0.81 Cr
₹1.03 Cr
Deepest Drawdown
−30.22%
−17.04%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
85.17%
100.00%
Median Rolling Year
23.06%
18.12%
5-Year Rolling Windows Positive
96.19%
100.00%
Market-Cap Mix
—
L 65% · M 26% · S 8%
Number of Stocks
—
31
Portfolio P/E
—
22.71
Top 5 Holdings
Astra Microwave Products Ltd
S J S Enterprises Ltd
CCL Products (India) Ltd
Intellect Design Arena Ltd
Jash Engineering Limited
HDFC Bank Ltd · 8.67%
ICICI Bank Ltd · 6.31%
Infosys Ltd · 6.23%
Federal Bank Ltd · 4.97%
United Spirits Ltd · 4.92%
Top Sectors
—
Financial Services · 35.61%
Information Technology · 14.90%
Consumer Services · 11.79%
Fixed Fee
2.00% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
1% / 1% / 0%