Portfolio Management Services (PMS)Compare Schemes
Nine Rivers Capital - Aurum Small Cap Opportunities vs Wallfort-Avenue Fund
Add SchemeGrowth of ₹1 Crore
Nine Rivers Capital - Aurum Small Cap Opportunities
Wallfort-Avenue Fund
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%
3.79%
6 Months
18.29%
18.76%
1 Year
5.81%
31.67%
3 Years
7.48%
24.57%
5 Years
14.52%
—
Since Inception
24.60%
26.31%
Fund Age
13 yrs 8 mo
2 yrs 4 mo
AUM
₹708.2 Cr
₹160.31 Cr
Alpha – 1 Year
1.09%
26.95%
Alpha – 3 Years
−4.61%
12.48%
Information Ratio – 3 Years
-0.16
—
Volatility – 1 Year
29.19%
17.93%
Volatility – 3 Years
22.60%
20.59%
Beta – 1 Year
1.53
0.80
Beta – 3 Years
1.17
—
Sharpe Ratio – 1 Year
0.14
1.34
Sharpe Ratio – 3 Years
0.29
1.78
Worst Rolling Year
-18.85%
—
Value at Worst Rolling Year
₹0.81 Cr
—
Deepest Drawdown
−30.22%
−12.22%
Recovery Period
Not yet recovered
69 days
1-Year Rolling Windows Positive
85.17%
—
Median Rolling Year
23.06%
—
5-Year Rolling Windows Positive
96.19%
—
Market-Cap Mix
—
—
Number of Stocks
—
—
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
Cash & Cash Equivalent · 29.14%
Indian Metals & Ferro Alloys Ltd · 23.29%
Eimco Elecon (India) Ltd · 9.14%
Archean Chemical Industries Ltd · 4.95%
J Kumar Infraprojects Ltd · 4.41%
Top Sectors
—
—
Fixed Fee
2.00% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
10% of profit
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
0% / 0% / 0%