PMS · Equity · Small Cap
Nine Rivers Capital - Aurum Small Cap Opportunities
Fund size₹708 Cr
Alpha (3Y)−1.99%
3Y return7.48%
Fund age13 yrs 8 mo
Fund Managers
Sandeep Daga
Founder, MD & CIO, Nine Rivers
A Mid-market focused individual having 25 years of India-centric public and private equity investing experience. He occupied board positions on listed and PE funded companies as an Independent Director. Previously, Partner at Frontline Ventures and Head of B2B Investments at ICICI Ventures. He holds an MBA in Finance from NMIMS, Mumbai and a Bachelors in Engineering from Amravati University. He has a strong network of relationships in the corporate and financial world.
Managing AUM₹750 Cr
Vivek Ganguly
Fund Manager, Nine Rivers
"Mr. Vivek Ganguly has a rich 22 years of investment management experience. Previously, Principal with Global Environment Fund, a reputed PE fund focused on cleantech investing. Formerly, successful investment track record as a fund manager at Quantum Asset Management Company Pvt. Ltd. He holds an MBA in Finance from Calcutta University and a Bachelor in Arts from Nagpur University. By temperament, he is patient and a long term investor."
Managing AUM₹708 Cr
Growth of₹Cr
Nine Rivers Capital Aurum Small Cap Opportunities
Returns: How it has done
| Scheme / Benchmark | YTD | 1Y | 2Y | 3Y | 5Y | Since inception |
|---|---|---|---|---|---|---|
| Nine Rivers Capital Aurum Small Cap Opportunities | 9.58% | 5.81% | −2.41% | 7.48% | 14.52% | 24.60% |
| Nifty 500 | −1.02% | 4.72% | −0.11% | 12.09% | 10.91% | 13.60% |
| Excess over benchmark | 10.60% | 1.09% | −2.30% | −4.61% | 3.61% | 11.00% |
Returns up to one year are absolute; two years and above are annualised (CAGR). YTD is calendar-year-to-date. As on 31 Aug 2026.
Risk : What you take on to earn the return
Volatility
22.60%
Benchmark approx 14.84%
A standard deviation reflecting historical swings.
Sensitivity
1.17
Beta vs benchmark 1.00 · 17% more reactive
How strongly the scheme moves with the index.
Risk-reward
0.29
Sharpe
Excess return gained per unit of volatility.
Capture ratio
104 / 112
Upside / Downside Capture
Share of market gains captured versus losses absorbed.
How far below its previous high it fell
Over the trailing 3Y window the scheme fell −30.22% from its 29 Sep 2024 peak to a 31 Mar 2026 trough. It has not yet recovered.
Max drawdowns
−30.22%
Scheme Drawdown Trajectory
| Drawdown analysis | Peak | Trough | Depth | Fell over | Recovered | Recovery took |
|---|---|---|---|---|---|---|
| Scheme | 29 Sep 2024 | 31 Mar 2026 | −30.22% | 548 days | – | – |
| Benchmark | 30 Aug 2024 | 28 Feb 2025 | −18.59% | 182 days | – | – |
Scheme
Peak29 Sep 2024
Trough31 Mar 2026
Depth−30.22%
Fell over548 days
Recovered–
Recovery took–
Benchmark
Peak30 Aug 2024
Trough28 Feb 2025
Depth−18.59%
Fell over182 days
Recovered–
Recovery took–
The benchmark's peak, trough and recovery are read off its month-end curve; the scheme's row is measured on daily NAV. · Risk and drawdown use a trailing 3Y window · As on 31 Aug 2026
Portfolio Details : Where the money actually sits
Asset class
Equity
Top 5 holdings
Astra Microwave Products Ltd–
S J S Enterprises Ltd–
CCL Products (India) Ltd–
Intellect Design Arena Ltd–
Jash Engineering Limited–
Fees
A fixed plan is cheaper when returns are strong. A performance plan costs less in lean years and shares the upside only when the fund beats a hurdle.
FixedPlan A · SimpleFixed Management Fee2.00% / yr
Performance FeeNone
Hurdle RateNot applicable
VariablePlan B · SimpleFixed Management Fee–
Performance FeeNone
Hurdle RateAbove 10%
Exit load 3.00% within 1 year, 2.00% within 2 years, 1.00% within 3 years. Lock-in: Nil.
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