Portfolio Management Services (PMS)Compare Schemes
Nine Rivers Capital - Aurum Small Cap Opportunities vs Right Horizons - Perennial
Add SchemeGrowth of ₹1 Crore
Nine Rivers Capital - Aurum Small Cap Opportunities
Right Horizons - Perennial
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%
−0.19%
6 Months
18.29%
11.46%
1 Year
5.81%
8.21%
3 Years
7.48%
12.09%
5 Years
14.52%
11.81%
Since Inception
24.60%
13.34%
Fund Age
13 yrs 8 mo
5 yrs 3 mo
AUM
₹708.2 Cr
₹34.29 Cr
Alpha – 1 Year
1.09%
5.23%
Alpha – 3 Years
−4.61%
0.21%
Information Ratio – 3 Years
-0.16
0.17
Volatility – 1 Year
29.19%
24.84%
Volatility – 3 Years
22.60%
21.42%
Beta – 1 Year
1.53
1.25
Beta – 3 Years
1.17
1.08
Sharpe Ratio – 1 Year
0.14
0.21
Sharpe Ratio – 3 Years
0.29
0.49
Worst Rolling Year
-18.85%
7.11%
Value at Worst Rolling Year
₹0.81 Cr
₹1.07 Cr
Deepest Drawdown
−30.22%
−34.77%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
85.17%
100.00%
Median Rolling Year
23.06%
18.26%
5-Year Rolling Windows Positive
96.19%
100.00%
Market-Cap Mix
—
L 5% · M 7% · S 69%
Number of Stocks
—
37
Portfolio P/E
—
52.15
Top 5 Holdings
Astra Microwave Products Ltd
S J S Enterprises Ltd
CCL Products (India) Ltd
Intellect Design Arena Ltd
Jash Engineering Limited
Aditya Vision Ltd · 6.27%
Motilal Oswal NASDAQ-100 ETF · 6.09%
Macfos Ltd · 5.40%
Thangamayil Jewellery Ltd · 4.92%
Cash & Cash Equivalent · 4.80%
Top Sectors
—
Consumer Services · 22.57%
Consumer Durables · 19.32%
Financial Services · 14.90%
Fixed Fee
2.00% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
2.5% / 0% / 0%