Portfolio Management Services (PMS)Compare Schemes
Nine Rivers Capital - Aurum Small Cap Opportunities vs SageOne - Smallcap Portfolio
Add SchemeGrowth of ₹1 Crore
Nine Rivers Capital - Aurum Small Cap Opportunities
SageOne - Smallcap Portfolio
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%
0.91%
6 Months
18.29%
22.17%
1 Year
5.81%
13.49%
3 Years
7.48%
12.21%
5 Years
14.52%
11.23%
Since Inception
24.60%
22.14%
Fund Age
13 yrs 8 mo
7 yrs 4 mo
AUM
₹708.2 Cr
₹1,280.4 Cr
Alpha – 1 Year
1.09%
8.77%
Alpha – 3 Years
−4.61%
0.12%
Information Ratio – 3 Years
-0.16
0.01
Volatility – 1 Year
29.19%
24.60%
Volatility – 3 Years
22.60%
22.41%
Beta – 1 Year
1.53
1.20
Beta – 3 Years
1.17
1.15
Sharpe Ratio – 1 Year
0.14
0.41
Sharpe Ratio – 3 Years
0.29
0.39
Worst Rolling Year
-18.85%
4.49%
Value at Worst Rolling Year
₹0.81 Cr
₹1.04 Cr
Deepest Drawdown
−30.22%
−26.42%
Recovery Period
Not yet recovered
479 days
1-Year Rolling Windows Positive
85.17%
100.00%
Median Rolling Year
23.06%
19.05%
5-Year Rolling Windows Positive
96.19%
100.00%
Market-Cap Mix
—
S 100%
Number of Stocks
—
18
Portfolio P/E
—
34.80
Top 5 Holdings
Astra Microwave Products Ltd
S J S Enterprises Ltd
CCL Products (India) Ltd
Intellect Design Arena Ltd
Jash Engineering Limited
SG Mart Ltd · 0.00%
EFC (I) Ltd · 0.00%
Goodluck India Ltd · 0.00%
Acutaas Chemicals Ltd · 0.00%
SG Finserve Ltd · 0.00%
Top Sectors
—
Building Materials · 27.00%
Finance · 14.00%
Managed Spaces · 13.00%
Fixed Fee
2.00% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
3% / 2% / 1%