Portfolio Management Services (PMS)Compare Schemes
Nine Rivers Capital - Aurum Small Cap Opportunities vs White Oak India Select Equity Portfolio
Nine Rivers Capital - Aurum Small Cap Opportunities
White Oak India Select Equity Portfolio
Add SchemeGrowth of ₹1 Crore
Nine Rivers Capital - Aurum Small Cap Opportunities
White Oak India Select Equity 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%
4.84%
6 Months
18.29%
7.61%
1 Year
5.81%
−0.76%
3 Years
7.48%
11.28%
5 Years
14.52%
9.58%
Since Inception
24.60%
11.67%
Fund Age
13 yrs 8 mo
7 yrs 11 mo
AUM
₹708.2 Cr
₹12.5 Cr
Alpha – 1 Year
1.09%
−3.74%
Alpha – 3 Years
−4.61%
−0.61%
Information Ratio – 3 Years
-0.16
-0.06
Volatility – 1 Year
29.19%
20.02%
Volatility – 3 Years
22.60%
16.21%
Beta – 1 Year
1.53
1.05
Beta – 3 Years
1.17
0.91
Sharpe Ratio – 1 Year
0.14
-0.22
Sharpe Ratio – 3 Years
0.29
0.41
Worst Rolling Year
-18.85%
8.66%
Value at Worst Rolling Year
₹0.81 Cr
₹1.09 Cr
Deepest Drawdown
−30.22%
−24.66%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
85.17%
100.00%
Median Rolling Year
23.06%
14.96%
5-Year Rolling Windows Positive
96.19%
100.00%
Market-Cap Mix
—
L 36% · M 30% · S 35%
Number of Stocks
—
15
Portfolio P/E
—
35.71
Top 5 Holdings
Astra Microwave Products Ltd
S J S Enterprises Ltd
CCL Products (India) Ltd
Intellect Design Arena Ltd
Jash Engineering Limited
ICICI Bank Ltd · 9.52%
Bharti Airtel Ltd · 8.45%
Elgi Equipments Ltd · 8.08%
Computer Age Management Services Ltd · 8.00%
AIA Engineering Ltd · 7.72%
Top Sectors
—
Financial Services · 40.99%
Capital Goods · 22.53%
Telecommunication · 8.45%
Fixed Fee
2.00% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
0% / 0% / 0%