Portfolio Management Services (PMS)Compare Schemes
Nine Rivers Capital - Aurum Small Cap Opportunities vs Roha Asset Managers - Emerging Champion
Nine Rivers Capital - Aurum Small Cap Opportunities
Roha Asset Managers - Emerging Champion
Add SchemeGrowth of ₹1 Crore
Nine Rivers Capital - Aurum Small Cap Opportunities
Roha Asset Managers - Emerging Champion
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%
0.18%
6 Months
18.29%
10.94%
1 Year
5.81%
1.03%
3 Years
7.48%
11.45%
5 Years
14.52%
15.19%
Since Inception
24.60%
27.03%
Fund Age
13 yrs 8 mo
5 yrs 11 mo
AUM
₹708.2 Cr
₹298.71 Cr
Alpha – 1 Year
1.09%
−3.69%
Alpha – 3 Years
−4.61%
−0.64%
Information Ratio – 3 Years
-0.16
-0.04
Volatility – 1 Year
29.19%
27.68%
Volatility – 3 Years
22.60%
23.40%
Beta – 1 Year
1.53
1.45
Beta – 3 Years
1.17
1.22
Sharpe Ratio – 1 Year
0.14
-0.03
Sharpe Ratio – 3 Years
0.29
0.35
Worst Rolling Year
-18.85%
—
Value at Worst Rolling Year
₹0.81 Cr
—
Deepest Drawdown
−30.22%
—
Recovery Period
Not yet recovered
—
1-Year Rolling Windows Positive
85.17%
—
Median Rolling Year
23.06%
—
5-Year Rolling Windows Positive
96.19%
—
Market-Cap Mix
—
L 2% · M 2% · S 86%
Number of Stocks
—
36
Portfolio P/E
—
23.57
Top 5 Holdings
Astra Microwave Products Ltd
S J S Enterprises Ltd
CCL Products (India) Ltd
Intellect Design Arena Ltd
Jash Engineering Limited
Time Technoplast Ltd · 6.82%
Entero Healthcare Solutions Ltd · 5.11%
Shankara Buildpro Ltd · 5.05%
Sharda Cropchem Ltd · 4.83%
Tips Music Ltd · 4.41%
Top Sectors
—
Capital Goods · 19.99%
Financial Services · 17.06%
Construction · 11.12%
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%