Portfolio Management Services (PMS)Compare Schemes
Nine Rivers Capital - Aurum Small Cap Opportunities vs White Whale - North Star Portfolio
Add SchemeGrowth of ₹1 Crore
Nine Rivers Capital - Aurum Small Cap Opportunities
White Whale - North Star 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%
1.86%
6 Months
18.29%
12.33%
1 Year
5.81%
4.88%
3 Years
7.48%
11.50%
5 Years
14.52%
8.05%
Since Inception
24.60%
12.28%
Fund Age
13 yrs 8 mo
5 yrs 9 mo
AUM
₹708.2 Cr
₹65.79 Cr
Alpha – 1 Year
1.09%
5.23%
Alpha – 3 Years
−4.61%
2.50%
Information Ratio – 3 Years
-0.16
0.20
Volatility – 1 Year
29.19%
22.05%
Volatility – 3 Years
22.60%
16.19%
Beta – 1 Year
1.53
1.25
Beta – 3 Years
1.17
0.98
Sharpe Ratio – 1 Year
0.14
0.08
Sharpe Ratio – 3 Years
0.29
0.38
Worst Rolling Year
-18.85%
2.51%
Value at Worst Rolling Year
₹0.81 Cr
₹1.03 Cr
Deepest Drawdown
−30.22%
−22.63%
Recovery Period
Not yet recovered
143 days
1-Year Rolling Windows Positive
85.17%
100.00%
Median Rolling Year
23.06%
10.42%
5-Year Rolling Windows Positive
96.19%
100.00%
Market-Cap Mix
—
L 46% · M 9% · S 40%
Number of Stocks
—
16
Portfolio P/E
—
40.26
Top 5 Holdings
Astra Microwave Products Ltd
S J S Enterprises Ltd
CCL Products (India) Ltd
Intellect Design Arena Ltd
Jash Engineering Limited
Bajaj Finance Ltd · 10.47%
Cartrade Tech Ltd · 9.73%
One 97 Communications Ltd · 7.24%
MAS Financial Services Ltd · 7.03%
Polycab India Ltd · 6.87%
Top Sectors
—
Financial Services · 35.55%
Healthcare · 17.03%
Consumer Services · 15.11%
Fixed Fee
2.00% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
2% / 1% / 0%