Portfolio Management Services (PMS)Compare Schemes
Nine Rivers Capital - Aurum Small Cap Opportunities vs WhiteOak Capital Business Leaders
Add SchemeGrowth of ₹1 Crore
Nine Rivers Capital - Aurum Small Cap Opportunities
WhiteOak Capital Business Leaders
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
Nifty 500 · 12.1%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−0.59%
3.42%
6 Months
18.29%
2.89%
1 Year
5.81%
2.59%
3 Years
7.48%
10.39%
5 Years
14.52%
8.86%
Since Inception
24.60%
11.13%
Fund Age
13 yrs 8 mo
5 yrs 6 mo
AUM
₹708.2 Cr
₹63.54 Cr
Alpha – 1 Year
1.09%
−0.39%
Alpha – 3 Years
−4.61%
−1.50%
Information Ratio – 3 Years
-0.16
-0.34
Volatility – 1 Year
29.19%
16.68%
Volatility – 3 Years
22.60%
13.79%
Beta – 1 Year
1.53
0.95
Beta – 3 Years
1.17
0.88
Sharpe Ratio – 1 Year
0.14
-0.09
Sharpe Ratio – 3 Years
0.29
0.40
Worst Rolling Year
-18.85%
6.98%
Value at Worst Rolling Year
₹0.81 Cr
₹1.07 Cr
Deepest Drawdown
−30.22%
−15.31%
Recovery Period
Not yet recovered
227 days
1-Year Rolling Windows Positive
85.17%
100.00%
Median Rolling Year
23.06%
12.50%
5-Year Rolling Windows Positive
96.19%
100.00%
Market-Cap Mix
—
L 69% · M 25% · S 5%
Number of Stocks
—
40
Portfolio P/E
—
30.67
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 · 9.92%
HDFC Bank Ltd · 7.54%
Bharti Airtel Ltd · 6.09%
State Bank of India · 4.33%
Nestle India Ltd · 4.12%
Top Sectors
—
Financial Services · 34.64%
Healthcare · 9.38%
Oil, Gas & Consumable Fuels · 6.89%
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%