Portfolio Management Services (PMS)Compare Schemes
Nine Rivers Capital - Aurum Small Cap Opportunities vs TCG Transformative Growth Portfolio
Add SchemeGrowth of ₹1 Crore
Nine Rivers Capital - Aurum Small Cap Opportunities
TCG Transformative Growth Portfolio
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%
2.52%
6 Months
18.29%
12.02%
1 Year
5.81%
4.98%
3 Years
7.48%
—
5 Years
14.52%
—
Since Inception
24.60%
2.03%
Fund Age
13 yrs 8 mo
1 yr 10 mo
AUM
₹708.2 Cr
₹167.29 Cr
Alpha – 1 Year
1.09%
0.26%
Alpha – 3 Years
−4.61%
—
Information Ratio – 3 Years
-0.16
—
Volatility – 1 Year
29.19%
26.96%
Volatility – 3 Years
22.60%
—
Beta – 1 Year
1.53
1.44
Beta – 3 Years
1.17
—
Sharpe Ratio – 1 Year
0.14
0.10
Sharpe Ratio – 3 Years
0.29
—
Worst Rolling Year
-18.85%
—
Value at Worst Rolling Year
₹0.81 Cr
—
Deepest Drawdown
−30.22%
−22.46%
Recovery Period
Not yet recovered
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
—
M 5% · S 94%
Number of Stocks
—
20
Portfolio P/E
—
37.20
Top 5 Holdings
Astra Microwave Products Ltd
S J S Enterprises Ltd
CCL Products (India) Ltd
Intellect Design Arena Ltd
Jash Engineering Limited
Equitas Small Finance Bank Ltd · 8.70%
ZF Commercial Vehicle Control System India Ltd · 7.59%
Intellect Design Arena Ltd · 6.10%
D B Corp Ltd · 6.08%
Shivalik Bimetal Controls Ltd · 5.83%
Top Sectors
—
Financial Services · 20.78%
Capital Goods · 20.46%
Automobile and Auto Components · 18.36%
Fixed Fee
2.00% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
2.5% / 1.5% / 0%