Portfolio Management Services (PMS)Compare Schemes
Nine Rivers Capital - Aurum Small Cap Opportunities vs Right Horizons - Alphabots Midcap 29
Add SchemeGrowth of ₹1 Crore
Nine Rivers Capital - Aurum Small Cap Opportunities
Right Horizons - Alphabots Midcap 29
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%
3.12%
6 Months
18.29%
8.08%
1 Year
5.81%
10.16%
3 Years
7.48%
15.60%
5 Years
14.52%
—
Since Inception
24.60%
19.84%
Fund Age
13 yrs 8 mo
6 yrs 11 mo
AUM
₹708.2 Cr
₹3.18 Cr
Alpha – 1 Year
1.09%
7.18%
Alpha – 3 Years
−4.61%
3.72%
Information Ratio – 3 Years
-0.16
0.60
Volatility – 1 Year
29.19%
19.93%
Volatility – 3 Years
22.60%
18.09%
Beta – 1 Year
1.53
1.12
Beta – 3 Years
1.17
1.14
Sharpe Ratio – 1 Year
0.14
0.31
Sharpe Ratio – 3 Years
0.29
0.60
Worst Rolling Year
-18.85%
14.68%
Value at Worst Rolling Year
₹0.81 Cr
₹1.15 Cr
Deepest Drawdown
−30.22%
−19.38%
Recovery Period
Not yet recovered
493 days
1-Year Rolling Windows Positive
85.17%
100.00%
Median Rolling Year
23.06%
16.30%
5-Year Rolling Windows Positive
96.19%
—
Market-Cap Mix
—
L 31% · M 55% · S 12%
Number of Stocks
—
29
Portfolio P/E
—
38.53
Top 5 Holdings
Astra Microwave Products Ltd
S J S Enterprises Ltd
CCL Products (India) Ltd
Intellect Design Arena Ltd
Jash Engineering Limited
Shriram Finance Ltd · 8.48%
Indian Hotels Co Ltd · 6.75%
Bharat Electronics Ltd · 6.54%
Laurus Labs Ltd · 6.00%
Federal Bank Ltd · 5.23%
Top Sectors
—
Financial Services · 28.26%
Healthcare · 13.31%
Consumer Services · 11.45%
Fixed Fee
2.00% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
2% / 1% / –