Nine Rivers Capital -Aurum Small Cap Opportunities

Small Cap · Portfolio Management Services

Nine Rivers Capital -Aurum Small Cap Opportunities is a PMS (Portfolio Management Services) strategy, in the small cap category. It has returned +4.51% over 1 year, +7.22% over 3 years, +13.03% over 5 years, as reported by the fund manager. It manages about ₹683 crore. The minimum investment in any PMS is ₹50 lakh.

Returns

1 month
-1.83%Benchmark -5.57%
3 months
+1.35%Benchmark -3.59%
6 months
+34.00%Benchmark +8.07%
1 year
+4.51%Benchmark -2.33%
2 years
-2.45%Benchmark -3.93%
3 years
+7.22%Benchmark +9.20%
5 years
+13.03%Benchmark +8.91%
Since inception
+24.27%Benchmark +13.04%

Time-weighted returns after fees, as reported by the fund manager. Past returns do not guarantee future returns.

Strategy facts

Category: Small Cap
AUM: ₹683 Cr
Minimum investment: ₹50 lakh
IT/ Tech: 18.80
Consumer Discretionary: 18.50
Auto/ Auto Ancilliary: 16.80
Realty & Building Products: 7.40
Industrials: 7.20
Aerospace & Defence: 6.90
Chemicals: 6.40
Healthcare & Pharma: 3.60
BFSI: 3.00

Common questions

What are the returns of Nine Rivers Capital -Aurum Small Cap Opportunities?

Nine Rivers Capital -Aurum Small Cap Opportunities has returned -1.83% (1 month), +1.35% (3 months), +34.00% (6 months), +4.51% (1 year), -2.45% (2 years), +7.22% (3 years), +13.03% (5 years), +24.27% (Since inception). Periods over one year are annualised.

What is the minimum investment for Nine Rivers Capital -Aurum Small Cap Opportunities?

SEBI sets the minimum investment for any PMS at ₹50 lakh, in cash or existing shares.

Others

6.50

Others

6.50

Cash

4.90%

Cash

4.90%

Small Cap

97.20%

Small Cap

97.20%