Portfolio Management Services (PMS)Compare Schemes
Nine Rivers Capital - Aurum Small Cap Opportunities vs Samvitti-PMS Active Alpha Multicap
Add SchemeGrowth of ₹1 Crore
Nine Rivers Capital - Aurum Small Cap Opportunities
Samvitti-PMS Active Alpha Multicap
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
−0.59%
10.15%
6 Months
18.29%
31.39%
1 Year
5.81%
26.01%
3 Years
7.48%
19.28%
5 Years
14.52%
23.67%
Since Inception
24.60%
28.23%
Fund Age
13 yrs 8 mo
5 yrs 4 mo
AUM
₹708.2 Cr
₹483.07 Cr
Alpha – 1 Year
1.09%
21.29%
Alpha – 3 Years
−4.61%
7.19%
Information Ratio – 3 Years
-0.16
0.38
Volatility – 1 Year
29.19%
27.77%
Volatility – 3 Years
22.60%
26.19%
Beta – 1 Year
1.53
1.29
Beta – 3 Years
1.17
1.20
Sharpe Ratio – 1 Year
0.14
0.78
Sharpe Ratio – 3 Years
0.29
0.61
Worst Rolling Year
-18.85%
19.29%
Value at Worst Rolling Year
₹0.81 Cr
₹1.19 Cr
Deepest Drawdown
−30.22%
−32.66%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
85.17%
100.00%
Median Rolling Year
23.06%
33.93%
5-Year Rolling Windows Positive
96.19%
100.00%
Market-Cap Mix
—
L 12% · M 6% · S 81%
Number of Stocks
—
63
Portfolio P/E
—
62.66
Top 5 Holdings
Astra Microwave Products Ltd
S J S Enterprises Ltd
CCL Products (India) Ltd
Intellect Design Arena Ltd
Jash Engineering Limited
—
Top Sectors
—
Capital Goods · 33.89%
Healthcare · 15.97%
Automobile and Auto Components · 12.76%
Fixed Fee
2.00% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
0% / 0% / 0%