Portfolio Management Services (PMS)Compare Schemes
Nine Rivers Capital - Aurum Small Cap Opportunities vs Sameeksha - Equity Fund
Add SchemeGrowth of ₹1 Crore
Nine Rivers Capital - Aurum Small Cap Opportunities
Sameeksha - Equity Fund
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%
−0.38%
6 Months
18.29%
11.48%
1 Year
5.81%
7.29%
3 Years
7.48%
16.29%
5 Years
14.52%
16.45%
Since Inception
24.60%
20.67%
Fund Age
13 yrs 8 mo
10 yrs 4 mo
AUM
₹708.2 Cr
₹1,333.94 Cr
Alpha – 1 Year
1.09%
2.57%
Alpha – 3 Years
−4.61%
4.20%
Information Ratio – 3 Years
-0.16
0.52
Volatility – 1 Year
29.19%
21.33%
Volatility – 3 Years
22.60%
16.22%
Beta – 1 Year
1.53
1.18
Beta – 3 Years
1.17
0.93
Sharpe Ratio – 1 Year
0.14
0.18
Sharpe Ratio – 3 Years
0.29
0.69
Worst Rolling Year
-18.85%
-0.52%
Value at Worst Rolling Year
₹0.81 Cr
₹0.99 Cr
Deepest Drawdown
−30.22%
−19.36%
Recovery Period
Not yet recovered
122 days
1-Year Rolling Windows Positive
85.17%
98.89%
Median Rolling Year
23.06%
25.38%
5-Year Rolling Windows Positive
96.19%
100.00%
Market-Cap Mix
—
—
Number of Stocks
—
50
Portfolio P/E
—
21.52
Top 5 Holdings
Astra Microwave Products Ltd
S J S Enterprises Ltd
CCL Products (India) Ltd
Intellect Design Arena Ltd
Jash Engineering Limited
ICICI Bank Ltd · 8.99%
ITC Ltd · 7.25%
Muthoot Finance Ltd · 6.57%
Top Sectors
—
—
Fixed Fee
2.00% / yr
0.05% / yr
Performance Fee / Plan
Fixed Plan
0% of profit
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
3% / 0% / 0%