Portfolio Management Services (PMS)Compare Schemes
Nine Rivers Capital - Aurum Small Cap Opportunities vs SageOne Large and Midcap Portfolio
Add SchemeGrowth of ₹1 Crore
Nine Rivers Capital - Aurum Small Cap Opportunities
SageOne Large and Midcap Portfolio
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−0.59%
2.20%
6 Months
18.29%
6.00%
1 Year
5.81%
4.90%
3 Years
7.48%
18.50%
5 Years
14.52%
—
Since Inception
24.60%
16.60%
Fund Age
13 yrs 8 mo
3 yrs
AUM
₹708.2 Cr
₹209.72 Cr
Alpha – 1 Year
1.09%
0.20%
Alpha – 3 Years
−4.61%
6.40%
Information Ratio – 3 Years
-0.16
1.16
Volatility – 1 Year
29.19%
19.79%
Volatility – 3 Years
22.60%
17.07%
Beta – 1 Year
1.53
1.06
Beta – 3 Years
1.17
1.05
Sharpe Ratio – 1 Year
0.14
0.07
Sharpe Ratio – 3 Years
0.29
0.81
Worst Rolling Year
-18.85%
18.52%
Value at Worst Rolling Year
₹0.81 Cr
₹1.19 Cr
Deepest Drawdown
−30.22%
−19.68%
Recovery Period
Not yet recovered
230 days
1-Year Rolling Windows Positive
85.17%
100.00%
Median Rolling Year
23.06%
18.77%
5-Year Rolling Windows Positive
96.19%
—
Market-Cap Mix
—
L 67% · M 33%
Number of Stocks
—
24
Portfolio P/E
—
40.00
Top 5 Holdings
Astra Microwave Products Ltd
S J S Enterprises Ltd
CCL Products (India) Ltd
Intellect Design Arena Ltd
Jash Engineering Limited
Polycab India Ltd · 0.00%
Tube Investments of India Ltd · 0.00%
Trent Ltd · 0.00%
Eternal Ltd · 0.00%
Bajaj Finance Ltd · 0.00%
Top Sectors
—
Discretionary Consumption · 20.00%
BFSI Non Lending · 18.00%
Real Estate, Infrastructure, Goods & Building Material · 17.00%
Fixed Fee
2.00% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
0% / 0% / 0%