Portfolio Management Services (PMS)Compare Schemes
Nine Rivers Capital - Aurum Small Cap Opportunities vs Systamatix - Dynamic Investment
Add SchemeGrowth of ₹1 Crore
Nine Rivers Capital - Aurum Small Cap Opportunities
Systamatix - Dynamic Investment
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%
7.60%
6 Months
18.29%
26.61%
1 Year
5.81%
33.69%
3 Years
7.48%
25.74%
5 Years
14.52%
21.83%
Since Inception
24.60%
—
Fund Age
13 yrs 8 mo
8 yrs 4 mo
AUM
₹708.2 Cr
₹158.52 Cr
Alpha – 1 Year
1.09%
29.93%
Alpha – 3 Years
−4.61%
14.85%
Information Ratio – 3 Years
-0.16
1.52
Volatility – 1 Year
29.19%
19.82%
Volatility – 3 Years
22.60%
19.44%
Beta – 1 Year
1.53
1.03
Beta – 3 Years
1.17
1.06
Sharpe Ratio – 1 Year
0.14
1.29
Sharpe Ratio – 3 Years
0.29
1.16
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
—
L 31% · M 28% · S 38%
Number of Stocks
—
20
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
National Aluminium Company Ltd · 8.01%
Indian Railway Catering & Tourism Corporation Ltd · 6.71%
Steel Authority of India Ltd · 6.17%
Triveni Engineering and Industries Ltd · 5.89%
Vedanta Ltd · 5.78%
Top Sectors
—
—
Fixed Fee
2.00% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
2% / 0% / 0%