Portfolio Management Services (PMS)Compare Schemes
Nine Rivers Capital - Aurum Small Cap Opportunities vs SHREE RAMA MANAGERS - Shree Wealth Builder Plan
Nine Rivers Capital - Aurum Small Cap Opportunities
SHREE RAMA MANAGERS - Shree Wealth Builder Plan
Add SchemeGrowth of ₹1 Crore
Nine Rivers Capital - Aurum Small Cap Opportunities
SHREE RAMA MANAGERS - Shree Wealth Builder Plan
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
Nifty 500 · 12.1%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−0.59%
1.87%
6 Months
18.29%
3.49%
1 Year
5.81%
5.55%
3 Years
7.48%
12.97%
5 Years
14.52%
—
Since Inception
24.60%
12.27%
Fund Age
13 yrs 8 mo
4 yrs 3 mo
AUM
₹708.2 Cr
₹25.94 Cr
Alpha – 1 Year
1.09%
−0.42%
Alpha – 3 Years
−4.61%
2.07%
Information Ratio – 3 Years
-0.16
0.10
Volatility – 1 Year
29.19%
15.73%
Volatility – 3 Years
22.60%
12.26%
Beta – 1 Year
1.53
1.56
Beta – 3 Years
1.17
1.42
Sharpe Ratio – 1 Year
0.14
0.07
Sharpe Ratio – 3 Years
0.29
0.62
Worst Rolling Year
-18.85%
11.68%
Value at Worst Rolling Year
₹0.81 Cr
₹1.12 Cr
Deepest Drawdown
−30.22%
−11.81%
Recovery Period
Not yet recovered
122 days
1-Year Rolling Windows Positive
85.17%
100.00%
Median Rolling Year
23.06%
17.02%
5-Year Rolling Windows Positive
96.19%
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Market-Cap Mix
—
—
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
Nippon India ETF Nifty 50 BeES · 23.05%
Invesco India - Invesco EQQQ NASDAQ-100 ETF Fund of Fund - Dir (G) · 21.38%
Nippon India ETF Nifty Midcap 150 · 12.79%
Nippon India ETF Nifty Next 50 Junior BeES · 12.02%
Motilal Oswal NASDAQ-100 ETF · 8.02%
Top Sectors
—
—
Fixed Fee
2.00% / yr
1.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
0% / 0% / 0%