Portfolio Management Services (PMS)Compare Schemes
Nine Rivers Capital - Aurum Small Cap Opportunities vs Sundaram Alternate - VOYAGER
Add SchemeGrowth of ₹1 Crore
Nine Rivers Capital - Aurum Small Cap Opportunities
Sundaram Alternate - VOYAGER
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%
4.52%
6 Months
18.29%
24.02%
1 Year
5.81%
36.06%
3 Years
7.48%
24.43%
5 Years
14.52%
16.10%
Since Inception
24.60%
15.98%
Fund Age
13 yrs 8 mo
14 yrs 10 mo
AUM
₹708.2 Cr
₹214.08 Cr
Alpha – 1 Year
1.09%
31.34%
Alpha – 3 Years
−4.61%
12.34%
Information Ratio – 3 Years
-0.16
1.07
Volatility – 1 Year
29.19%
26.85%
Volatility – 3 Years
22.60%
19.70%
Beta – 1 Year
1.53
1.34
Beta – 3 Years
1.17
1.03
Sharpe Ratio – 1 Year
0.14
1.08
Sharpe Ratio – 3 Years
0.29
0.96
Worst Rolling Year
-18.85%
-9.81%
Value at Worst Rolling Year
₹0.81 Cr
₹0.90 Cr
Deepest Drawdown
−30.22%
−18.65%
Recovery Period
Not yet recovered
63 days
1-Year Rolling Windows Positive
85.17%
90.43%
Median Rolling Year
23.06%
15.98%
5-Year Rolling Windows Positive
96.19%
100.00%
Market-Cap Mix
—
L 40% · M 33% · S 24%
Number of Stocks
—
31
Portfolio P/E
—
42.55
Top 5 Holdings
Astra Microwave Products Ltd
S J S Enterprises Ltd
CCL Products (India) Ltd
Intellect Design Arena Ltd
Jash Engineering Limited
MTAR Technologies Ltd · 6.82%
GE Vernova T&D India Ltd · 5.77%
Cholamandalam Investment & Finance Company Ltd · 4.85%
Neuland Laboratories Ltd · 4.41%
CreditAccess Grameen Ltd · 4.30%
Top Sectors
—
Capital Goods · 34.04%
Financial Services · 24.92%
Healthcare · 11.22%
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%