Portfolio Management Services (PMS)Compare Schemes
Nine Rivers Capital - Aurum Small Cap Opportunities vs Unifi APJ 20*
Add SchemeGrowth of ₹1 Crore
Nine Rivers Capital - Aurum Small Cap Opportunities
Unifi APJ 20*
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%
3.07%
6 Months
18.29%
13.63%
1 Year
5.81%
10.76%
3 Years
7.48%
13.00%
5 Years
14.52%
13.13%
Since Inception
24.60%
20.07%
Fund Age
13 yrs 8 mo
10 yrs 11 mo
AUM
₹708.2 Cr
₹942.94 Cr
Alpha – 1 Year
1.09%
6.04%
Alpha – 3 Years
−4.61%
0.91%
Information Ratio – 3 Years
-0.16
0.27
Volatility – 1 Year
29.19%
18.61%
Volatility – 3 Years
22.60%
17.55%
Beta – 1 Year
1.53
1.02
Beta – 3 Years
1.17
1.01
Sharpe Ratio – 1 Year
0.14
0.35
Sharpe Ratio – 3 Years
0.29
0.49
Worst Rolling Year
-18.85%
-10.32%
Value at Worst Rolling Year
₹0.81 Cr
₹0.90 Cr
Deepest Drawdown
−30.22%
−17.59%
Recovery Period
Not yet recovered
518 days
1-Year Rolling Windows Positive
85.17%
95.82%
Median Rolling Year
23.06%
19.87%
5-Year Rolling Windows Positive
96.19%
100.00%
Market-Cap Mix
—
L 15% · M 3% · S 82%
Number of Stocks
—
—
Portfolio P/E
—
21.50
Top 5 Holdings
Astra Microwave Products Ltd
S J S Enterprises Ltd
CCL Products (India) Ltd
Intellect Design Arena Ltd
Jash Engineering Limited
Redington Ltd · 6.70%
State Bank of India · 4.80%
AAVAS Financiers Ltd · 4.50%
Sagility Ltd · 4.40%
South Indian Bank Ltd · 4.30%
Top Sectors
—
—
Fixed Fee
2.00% / yr
—
Performance Fee / Plan
Fixed Plan
—
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
—