Portfolio Management Services (PMS)Compare Schemes
Nine Rivers Capital - Aurum Small Cap Opportunities vs Right Horizons - Flexi Cap
Add SchemeGrowth of ₹1 Crore
Nine Rivers Capital - Aurum Small Cap Opportunities
Right Horizons - Flexi Cap
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%
4.94%
6 Months
18.29%
11.49%
1 Year
5.81%
3.89%
3 Years
7.48%
8.19%
5 Years
14.52%
11.02%
Since Inception
24.60%
10.97%
Fund Age
13 yrs 8 mo
13 yrs 8 mo
AUM
₹708.2 Cr
₹360.51 Cr
Alpha – 1 Year
1.09%
0.91%
Alpha – 3 Years
−4.61%
−3.69%
Information Ratio – 3 Years
-0.16
-0.18
Volatility – 1 Year
29.19%
23.04%
Volatility – 3 Years
22.60%
19.34%
Beta – 1 Year
1.53
1.26
Beta – 3 Years
1.17
1.17
Sharpe Ratio – 1 Year
0.14
0.04
Sharpe Ratio – 3 Years
0.29
0.30
Worst Rolling Year
-18.85%
-8.10%
Value at Worst Rolling Year
₹0.81 Cr
₹0.92 Cr
Deepest Drawdown
−30.22%
−30.43%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
85.17%
95.59%
Median Rolling Year
23.06%
11.30%
5-Year Rolling Windows Positive
96.19%
100.00%
Market-Cap Mix
—
L 38% · M 28% · S 33%
Number of Stocks
—
29
Portfolio P/E
—
37.17
Top 5 Holdings
Astra Microwave Products Ltd
S J S Enterprises Ltd
CCL Products (India) Ltd
Intellect Design Arena Ltd
Jash Engineering Limited
KEI Industries Ltd · 6.88%
Nuvama Wealth Management Ltd · 5.74%
ICICI Bank Ltd · 5.44%
Sky Gold & Diamonds Ltd · 5.38%
360 ONE WAM Ltd · 5.34%
Top Sectors
—
Financial Services · 27.26%
Capital Goods · 15.52%
Consumer Durables · 13.57%
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% / 0%