Portfolio Management Services (PMS)Compare Schemes
Nine Rivers Capital - Aurum Small Cap Opportunities vs Tenet Portfolio (previously known as ABC Equity Portfolio)
Nine Rivers Capital - Aurum Small Cap Opportunities
Tenet Portfolio (previously known as ABC Equity Portfolio)
Add SchemeGrowth of ₹1 Crore
Nine Rivers Capital - Aurum Small Cap Opportunities
Tenet Portfolio (previously known as ABC Equity 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%
−0.27%
6 Months
18.29%
−1.47%
1 Year
5.81%
6.66%
3 Years
7.48%
11.29%
5 Years
14.52%
13.68%
Since Inception
24.60%
15.03%
Fund Age
13 yrs 8 mo
5 yrs 7 mo
AUM
₹708.2 Cr
₹138.83 Cr
Alpha – 1 Year
1.09%
7.01%
Alpha – 3 Years
−4.61%
2.30%
Information Ratio – 3 Years
-0.16
0.23
Volatility – 1 Year
29.19%
16.50%
Volatility – 3 Years
22.60%
16.10%
Beta – 1 Year
1.53
0.93
Beta – 3 Years
1.17
0.99
Sharpe Ratio – 1 Year
0.14
0.15
Sharpe Ratio – 3 Years
0.29
0.41
Worst Rolling Year
-18.85%
11.25%
Value at Worst Rolling Year
₹0.81 Cr
₹1.11 Cr
Deepest Drawdown
−30.22%
−21.42%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
85.17%
100.00%
Median Rolling Year
23.06%
17.75%
5-Year Rolling Windows Positive
96.19%
100.00%
Market-Cap Mix
—
—
Number of Stocks
—
18
Portfolio P/E
—
32.00
Top 5 Holdings
Astra Microwave Products Ltd
S J S Enterprises Ltd
CCL Products (India) Ltd
Intellect Design Arena Ltd
Jash Engineering Limited
Other Equities · 51.02%
Cash & Cash Equivalent · 10.12%
Reliance Industries Ltd · 7.98%
DLF Ltd · 7.90%
Larsen & Toubro Ltd · 7.74%
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%
3% / 2% / 1%