Portfolio Management Services (PMS)Compare Schemes
Nine Rivers Capital - Aurum Small Cap Opportunities vs Spark - Core & Satellite
Add SchemeGrowth of ₹1 Crore
Nine Rivers Capital - Aurum Small Cap Opportunities
Spark - Core & Satellite
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%
−0.58%
6 Months
18.29%
−7.12%
1 Year
5.81%
0.89%
3 Years
7.48%
8.72%
5 Years
14.52%
12.45%
Since Inception
24.60%
16.65%
Fund Age
13 yrs 8 mo
7 yrs 4 mo
AUM
₹708.2 Cr
₹288.53 Cr
Alpha – 1 Year
1.09%
1.24%
Alpha – 3 Years
−4.61%
−0.28%
Information Ratio – 3 Years
-0.16
0.00
Volatility – 1 Year
29.19%
16.11%
Volatility – 3 Years
22.60%
15.05%
Beta – 1 Year
1.53
0.96
Beta – 3 Years
1.17
0.98
Sharpe Ratio – 1 Year
0.14
-0.20
Sharpe Ratio – 3 Years
0.29
0.28
Worst Rolling Year
-18.85%
—
Value at Worst Rolling Year
₹0.81 Cr
—
Deepest Drawdown
−30.22%
—
Recovery Period
Not yet recovered
—
1-Year Rolling Windows Positive
85.17%
—
Median Rolling Year
23.06%
—
5-Year Rolling Windows Positive
96.19%
—
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
NTPC Ltd · 5.00%
State Bank of India · 4.50%
SBI Life Insurance Company Ltd · 4.50%
Kotak Mahindra Bank Ltd · 4.00%
EID Parry (India) Ltd · 4.00%
Top Sectors
—
—
Fixed Fee
2.00% / yr
1.75% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
0% / 0% / 0%