Portfolio Management Services (PMS)Compare Schemes
Nine Rivers Capital - Aurum Small Cap Opportunities vs SBI MF - ESG Portfolio
Add SchemeGrowth of ₹1 Crore
Nine Rivers Capital - Aurum Small Cap Opportunities
SBI MF - ESG 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%
2.26%
6 Months
18.29%
18.40%
1 Year
5.81%
9.21%
3 Years
7.48%
13.13%
5 Years
14.52%
13.39%
Since Inception
24.60%
14.83%
Fund Age
13 yrs 8 mo
10 yrs
AUM
₹708.2 Cr
₹666.2 Cr
Alpha – 1 Year
1.09%
9.64%
Alpha – 3 Years
−4.61%
4.56%
Information Ratio – 3 Years
-0.16
0.38
Volatility – 1 Year
29.19%
18.95%
Volatility – 3 Years
22.60%
16.01%
Beta – 1 Year
1.53
0.98
Beta – 3 Years
1.17
0.90
Sharpe Ratio – 1 Year
0.14
0.27
Sharpe Ratio – 3 Years
0.29
0.52
Worst Rolling Year
-18.85%
-3.31%
Value at Worst Rolling Year
₹0.81 Cr
₹0.97 Cr
Deepest Drawdown
−30.22%
−20.80%
Recovery Period
Not yet recovered
109 days
1-Year Rolling Windows Positive
85.17%
96.71%
Median Rolling Year
23.06%
17.72%
5-Year Rolling Windows Positive
96.19%
100.00%
Market-Cap Mix
—
L 13% · M 17% · S 66%
Number of Stocks
—
—
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
Kernex Microsystems (India) Ltd · 7.03%
Aequs Ltd · 6.81%
Stylam Industries Ltd · 6.53%
Goodluck India Ltd · 6.26%
Kingfa Science & Technology (India) Ltd · 5.52%
Top Sectors
—
—
Fixed Fee
2.00% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
1% / 0% / 0%