Portfolio Management Services (PMS)Compare Schemes
Nine Rivers Capital - Aurum Small Cap Opportunities vs WhiteOak Capital Research Select Equity
Nine Rivers Capital - Aurum Small Cap Opportunities
WhiteOak Capital Research Select Equity
Add SchemeGrowth of ₹1 Crore
Nine Rivers Capital - Aurum Small Cap Opportunities
WhiteOak Capital Research Select Equity
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%
2.78%
6 Months
18.29%
1.92%
1 Year
5.81%
0.43%
3 Years
7.48%
—
5 Years
14.52%
—
Since Inception
24.60%
6.17%
Fund Age
13 yrs 8 mo
2 yrs 2 mo
AUM
₹708.2 Cr
₹22.98 Cr
Alpha – 1 Year
1.09%
−2.55%
Alpha – 3 Years
−4.61%
—
Information Ratio – 3 Years
-0.16
—
Volatility – 1 Year
29.19%
16.90%
Volatility – 3 Years
22.60%
—
Beta – 1 Year
1.53
0.96
Beta – 3 Years
1.17
—
Sharpe Ratio – 1 Year
0.14
-0.22
Sharpe Ratio – 3 Years
0.29
—
Worst Rolling Year
-18.85%
—
Value at Worst Rolling Year
₹0.81 Cr
—
Deepest Drawdown
−30.22%
−16.17%
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 61% · M 14% · S 21%
Number of Stocks
—
41
Portfolio P/E
—
31.26
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 · 9.83%
HDFC Bank Ltd · 7.49%
State Bank of India · 4.69%
Bharti Airtel Ltd · 4.63%
Torrent Pharmaceuticals Ltd · 3.98%
Top Sectors
—
Financial Services · 33.20%
Healthcare · 9.93%
Capital Goods · 8.37%
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%