Portfolio Management Services (PMS)Compare Schemes
Nine Rivers Capital - Aurum Small Cap Opportunities vs ValueQuest - Growth
Add SchemeGrowth of ₹1 Crore
Nine Rivers Capital - Aurum Small Cap Opportunities
ValueQuest - Growth
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−0.59%
1.42%
6 Months
18.29%
31.94%
1 Year
5.81%
21.84%
3 Years
7.48%
17.21%
5 Years
14.52%
16.75%
Since Inception
24.60%
18.18%
Fund Age
13 yrs 8 mo
13 yrs 5 mo
AUM
₹708.2 Cr
₹2,035.08 Cr
Alpha – 1 Year
1.09%
18.86%
Alpha – 3 Years
−4.61%
5.32%
Information Ratio – 3 Years
-0.16
0.50
Volatility – 1 Year
29.19%
24.29%
Volatility – 3 Years
22.60%
19.24%
Beta – 1 Year
1.53
1.15
Beta – 3 Years
1.17
1.04
Sharpe Ratio – 1 Year
0.14
0.70
Sharpe Ratio – 3 Years
0.29
0.65
Worst Rolling Year
-18.85%
-15.08%
Value at Worst Rolling Year
₹0.81 Cr
₹0.85 Cr
Deepest Drawdown
−30.22%
−8.16%
Recovery Period
Not yet recovered
15 days
1-Year Rolling Windows Positive
85.17%
82.66%
Median Rolling Year
23.06%
25.54%
5-Year Rolling Windows Positive
96.19%
96.08%
Market-Cap Mix
—
L 23% · M 1% · S 69%
Number of Stocks
—
24
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
Acutaas Chemicals Ltd
Atlanta Electricals Ltd
Concord Biotech Ltd
Fujiyama Power Systems Ltd
Inventurus Knowledge Solutions Ltd
Top Sectors
—
—
Fixed Fee
2.00% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
1% / 1% / 1%