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Nine Rivers Aurum Small Cap Opportunities PMS Strategy focuses on identifying companies that benefit from structural shifts in the economy, aiming for long-term wealth creation.

The Nine Rivers Aurum Small Cap Opportunities PMS Investment Approach is based on investing in businesses moving from unorganized to organized sectors or gaining market leadership.

It falls under the SMALL CAP investment category, offering diversified exposure. As of now, the strategy has a total AUM of an UnDisclosed Amount.

Over the last 1 year, it delivered a strong return of -8.50%, outperforming many peers. Its performance is benchmarked against the S&P BSE 500, ensuring broad market comparison.

Nine Rivers Aurum Small Cap Opportunities PMS Strategy or Investment Approach - PMS Details

Strategy Name

Aurum Small Cap Opportunities

Start Date

31 December 2012

Category

SMALL CAP

Benchmark

S&P BSE 500

AUM (Rs.)

Not Disclosed

Min. Investment

Rs.50 Lakhs

Fund Manager

Mr. Sandeep Daga

1 Yr. Return

-8.50%

3 Yr. Return

16.60%

5 Yr. Return

39.30%

Nine Rivers Aurum Small Cap Opportunities Portfolio Management Strategy - Portfolio Characteristics

No. of Stocks

Not Disclosed

Top 5 Stocks%

Not Disclosed

Top 5 Sectors%

65.40%

Portfolio Age

12 Yrs, 4 Months

SIP

NA

STP

NA

Average Market Cap

Rs.3600 Cr.

Nine Rivers Aurum Small Cap Opportunities PMS Strategy - Cost or Charges

Fixed Fees

2% of Fund Value

Variable AMC

No Variable AMC

Variable Profit Sharing

20% (if above 10% Profit)

Exit Load 1st Year

3.00%

Exit Load 2nd Year

2.00%

Exit Load 3rd Year

1.00%

Nine Rivers Aurum Small Cap Opportunities PMS Investment Approach - Portfolio Composition

Large Cap

Not Disclosed

Mid Cap

Not Disclosed

Small Cap

Not Disclosed

Cash & Equivalent

Not Disclosed

Check out Business Opportunities with Similar Brands

Nine Rivers Aurum Small Cap Opportunities Portfolio Strategy - Top 5 Sectors

Consumer Discretionary

15.60%

Industrials

9.90%

Auto & Auto Ancillaries

15.60%

IT Services

16.30%

Aerospace & Defence

8.00%

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