Portfolio Management Services (PMS)Compare Schemes
Nine Rivers Capital - Aurum Small Cap Opportunities vs Wave-Bloom
Add SchemeGrowth of ₹1 Crore
Nine Rivers Capital - Aurum Small Cap Opportunities
Wave-Bloom
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%
−0.67%
6 Months
18.29%
−7.55%
1 Year
5.81%
0.34%
3 Years
7.48%
—
5 Years
14.52%
—
Since Inception
24.60%
12.70%
Fund Age
13 yrs 8 mo
2 yrs 3 mo
AUM
₹708.2 Cr
₹7.52 Cr
Alpha – 1 Year
1.09%
−2.64%
Alpha – 3 Years
−4.61%
—
Information Ratio – 3 Years
-0.16
—
Volatility – 1 Year
29.19%
8.98%
Volatility – 3 Years
22.60%
—
Beta – 1 Year
1.53
0.39
Beta – 3 Years
1.17
—
Sharpe Ratio – 1 Year
0.14
-0.50
Sharpe Ratio – 3 Years
0.29
—
Worst Rolling Year
-18.85%
—
Value at Worst Rolling Year
₹0.81 Cr
—
Deepest Drawdown
−30.22%
−10.25%
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
—
L 71% · M 18% · S 10%
Number of Stocks
—
10
Portfolio P/E
—
15.00
Top 5 Holdings
Astra Microwave Products Ltd
S J S Enterprises Ltd
CCL Products (India) Ltd
Intellect Design Arena Ltd
Jash Engineering Limited
Kotak Mahindra Bank Ltd · 0.00%
HDFC Bank Ltd · 0.00%
Axis Bank Ltd · 0.00%
Nippon India ETF Hang Seng BeES · 0.00%
HDFC Life Insurance Company Ltd · 0.00%
Top Sectors
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Fixed Fee
2.00% / yr
—
Performance Fee / Plan
Fixed Plan
—
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
—