Portfolio Management Services (PMS)Compare Schemes
Nine Rivers Capital - Aurum Small Cap Opportunities vs Sanctum Wealth - Indian Titans
Add SchemeGrowth of ₹1 Crore
Nine Rivers Capital - Aurum Small Cap Opportunities
Sanctum Wealth - Indian Titans
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%
1.73%
6 Months
18.29%
7.38%
1 Year
5.81%
6.08%
3 Years
7.48%
8.22%
5 Years
14.52%
7.99%
Since Inception
24.60%
12.63%
Fund Age
13 yrs 8 mo
9 yrs 9 mo
AUM
₹708.2 Cr
₹145.75 Cr
Alpha – 1 Year
1.09%
1.36%
Alpha – 3 Years
−4.61%
−3.87%
Information Ratio – 3 Years
-0.16
-0.60
Volatility – 1 Year
29.19%
20.08%
Volatility – 3 Years
22.60%
16.27%
Beta – 1 Year
1.53
1.12
Beta – 3 Years
1.17
1.00
Sharpe Ratio – 1 Year
0.14
0.13
Sharpe Ratio – 3 Years
0.29
0.24
Worst Rolling Year
-18.85%
-1.76%
Value at Worst Rolling Year
₹0.81 Cr
₹0.98 Cr
Deepest Drawdown
−30.22%
−19.25%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
85.17%
98.75%
Median Rolling Year
23.06%
13.10%
5-Year Rolling Windows Positive
96.19%
100.00%
Market-Cap Mix
—
L 62% · M 20% · S 7%
Number of Stocks
—
25
Portfolio P/E
—
—
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 · 7.20%
Divis Laboratories Ltd · 4.85%
Bajaj Finance Ltd · 4.43%
HDFC Bank Ltd · 4.13%
Solar Industries India Ltd · 4.07%
Top Sectors
—
—
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%