Portfolio Management Services (PMS)Compare Schemes
Nine Rivers Capital - Aurum Small Cap Opportunities vs Sincere - Metamorphosis Fund
Add SchemeGrowth of ₹1 Crore
Nine Rivers Capital - Aurum Small Cap Opportunities
Sincere - Metamorphosis 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%
7.54%
6 Months
18.29%
15.73%
1 Year
5.81%
16.44%
3 Years
7.48%
11.28%
5 Years
14.52%
—
Since Inception
24.60%
12.80%
Fund Age
13 yrs 8 mo
3 yrs 3 mo
AUM
₹708.2 Cr
₹337.26 Cr
Alpha – 1 Year
1.09%
11.72%
Alpha – 3 Years
−4.61%
−0.81%
Information Ratio – 3 Years
-0.16
-0.07
Volatility – 1 Year
29.19%
22.40%
Volatility – 3 Years
22.60%
20.08%
Beta – 1 Year
1.53
1.19
Beta – 3 Years
1.17
1.11
Sharpe Ratio – 1 Year
0.14
0.55
Sharpe Ratio – 3 Years
0.29
0.37
Worst Rolling Year
-18.85%
9.11%
Value at Worst Rolling Year
₹0.81 Cr
₹1.09 Cr
Deepest Drawdown
−30.22%
−28.19%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
85.17%
100.00%
Median Rolling Year
23.06%
10.48%
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
—
Top Sectors
—
—
Fixed Fee
2.00% / yr
2.25% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
3% / 2% / 1%