Portfolio Management Services (PMS)Compare Schemes
Nine Rivers Capital - Aurum Small Cap Opportunities vs Stallion Asset - Core Fund
Add SchemeGrowth of ₹1 Crore
Nine Rivers Capital - Aurum Small Cap Opportunities
Stallion Asset - Core Fund
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
25%
30%
35%
40%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−0.59%
3.93%
6 Months
18.29%
25.32%
1 Year
5.81%
18.21%
3 Years
7.48%
32.70%
5 Years
14.52%
23.63%
Since Inception
24.60%
28.38%
Fund Age
13 yrs 8 mo
7 yrs 10 mo
AUM
₹708.2 Cr
₹8,686.39 Cr
Alpha – 1 Year
1.09%
13.49%
Alpha – 3 Years
−4.61%
20.61%
Information Ratio – 3 Years
-0.16
1.92
Volatility – 1 Year
29.19%
22.97%
Volatility – 3 Years
22.60%
19.40%
Beta – 1 Year
1.53
1.12
Beta – 3 Years
1.17
0.98
Sharpe Ratio – 1 Year
0.14
0.61
Sharpe Ratio – 3 Years
0.29
1.30
Worst Rolling Year
-18.85%
17.00%
Value at Worst Rolling Year
₹0.81 Cr
₹1.17 Cr
Deepest Drawdown
−30.22%
−22.23%
Recovery Period
Not yet recovered
227 days
1-Year Rolling Windows Positive
85.17%
100.00%
Median Rolling Year
23.06%
30.47%
5-Year Rolling Windows Positive
96.19%
100.00%
Market-Cap Mix
—
L 37% · M 30% · S 25%
Number of Stocks
—
43
Portfolio P/E
—
62.25
Top 5 Holdings
Astra Microwave Products Ltd
S J S Enterprises Ltd
CCL Products (India) Ltd
Intellect Design Arena Ltd
Jash Engineering Limited
Eternal Ltd
HFCL Ltd
BSE Ltd
Kalyan Jewellers India Ltd
Apollo Hospitals Enterprise Ltd
Top Sectors
—
Consumer Services · 21.77%
Financial Services · 13.46%
Capital Goods · 9.54%
Fixed Fee
2.00% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
2% / 0% / 0%