Portfolio Management Services (PMS)Compare Schemes
Nine Rivers Capital - Aurum Small Cap Opportunities vs Wealth Managers - Focused Leadership Portfolio
Nine Rivers Capital - Aurum Small Cap Opportunities
Wealth Managers - Focused Leadership Portfolio
Add SchemeGrowth of ₹1 Crore
Nine Rivers Capital - Aurum Small Cap Opportunities
Wealth Managers - Focused Leadership 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%
4.79%
6 Months
18.29%
13.10%
1 Year
5.81%
18.11%
3 Years
7.48%
14.56%
5 Years
14.52%
8.71%
Since Inception
24.60%
13.67%
Fund Age
13 yrs 8 mo
11 yrs 2 mo
AUM
₹708.2 Cr
₹138.06 Cr
Alpha – 1 Year
1.09%
18.46%
Alpha – 3 Years
−4.61%
5.57%
Information Ratio – 3 Years
-0.16
0.62
Volatility – 1 Year
29.19%
22.83%
Volatility – 3 Years
22.60%
16.72%
Beta – 1 Year
1.53
1.29
Beta – 3 Years
1.17
1.00
Sharpe Ratio – 1 Year
0.14
0.61
Sharpe Ratio – 3 Years
0.29
0.55
Worst Rolling Year
-18.85%
-8.44%
Value at Worst Rolling Year
₹0.81 Cr
₹0.92 Cr
Deepest Drawdown
−30.22%
−17.10%
Recovery Period
Not yet recovered
115 days
1-Year Rolling Windows Positive
85.17%
92.53%
Median Rolling Year
23.06%
13.06%
5-Year Rolling Windows Positive
96.19%
100.00%
Market-Cap Mix
—
L 38% · M 14% · S 45%
Number of Stocks
—
18
Portfolio P/E
—
38.70
Top 5 Holdings
Astra Microwave Products Ltd
S J S Enterprises Ltd
CCL Products (India) Ltd
Intellect Design Arena Ltd
Jash Engineering Limited
Laurus Labs Ltd · 8.84%
State Bank of India · 8.57%
HDFC Bank Ltd · 7.72%
Bajaj Finance Ltd · 7.61%
Manorama Industries Ltd · 6.88%
Top Sectors
—
Financial Services · 34.00%
Capital Goods · 20.95%
Fast Moving Consumer Goods · 19.35%
Fixed Fee
2.00% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
2% of profit
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
0% / 0% / 0%