Portfolio Management Services (PMS)Compare Schemes
Nine Rivers Capital - Aurum Small Cap Opportunities vs Sundaram Alternate - SELF
Add SchemeGrowth of ₹1 Crore
Nine Rivers Capital - Aurum Small Cap Opportunities
Sundaram Alternate - SELF
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
25%
30%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−0.59%
7.67%
6 Months
18.29%
27.70%
1 Year
5.81%
47.52%
3 Years
7.48%
23.98%
5 Years
14.52%
15.87%
Since Inception
24.60%
18.55%
Fund Age
13 yrs 8 mo
16 yrs 2 mo
AUM
₹708.2 Cr
₹1,022.92 Cr
Alpha – 1 Year
1.09%
42.80%
Alpha – 3 Years
−4.61%
11.89%
Information Ratio – 3 Years
-0.16
1.12
Volatility – 1 Year
29.19%
28.29%
Volatility – 3 Years
22.60%
20.76%
Beta – 1 Year
1.53
1.36
Beta – 3 Years
1.17
1.07
Sharpe Ratio – 1 Year
0.14
1.33
Sharpe Ratio – 3 Years
0.29
0.99
Worst Rolling Year
-18.85%
-4.58%
Value at Worst Rolling Year
₹0.81 Cr
₹0.95 Cr
Deepest Drawdown
−30.22%
−19.51%
Recovery Period
Not yet recovered
115 days
1-Year Rolling Windows Positive
85.17%
97.86%
Median Rolling Year
23.06%
18.35%
5-Year Rolling Windows Positive
96.19%
100.00%
Market-Cap Mix
—
L 22% · M 32% · S 42%
Number of Stocks
—
26
Portfolio P/E
—
50.74
Top 5 Holdings
Astra Microwave Products Ltd
S J S Enterprises Ltd
CCL Products (India) Ltd
Intellect Design Arena Ltd
Jash Engineering Limited
TD Power Systems Ltd · 7.13%
MTAR Technologies Ltd · 6.16%
Bharat Heavy Electricals Ltd · 5.50%
Acutaas Chemicals Ltd · 5.03%
KEI Industries Ltd · 4.81%
Top Sectors
—
Capital Goods · 33.61%
Financial Services · 28.27%
Healthcare · 13.73%
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%