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

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

It falls under the MULTI CAP & FLEXI 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 10.00%, outperforming many peers. Its performance is benchmarked against the S&P BSE 500, ensuring broad market comparison.

Nine Rivers Aurum Multiplier Portfolio PMS Strategy or Investment Approach - PMS Details

Strategy Name

Aurum Multiplier Portfolio

Start Date

01 December 2019

Category

MULTI CAP & FLEXI CAP

Benchmark

S&P BSE 500

AUM (Rs.)

Not Disclosed

Min. Investment

Rs.50 Lakhs

Fund Manager

Mr. Sandeep Daga

1 Yr. Return

10.00%

3 Yr. Return

16.70%

5 Yr. Return

27.70%

Nine Rivers Aurum Multiplier Portfolio Management Strategy - Portfolio Characteristics

No. of Stocks

Not Disclosed

Top 5 Stocks%

Not Disclosed

Top 5 Sectors%

72.50%

Portfolio Age

5 Yrs, 4 Months

SIP

Available

STP

Available

Average Market Cap

Rs.44500 Cr.

Nine Rivers Aurum Multiplier Portfolio 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 Multiplier Portfolio 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 Multiplier Portfolio Strategy - Top 5 Sectors

Realty

10.70%

Industrials

11.80%

Auto & Auto Ancillary

16.50%

IT Services

10.40%

BFSI - credit

23.10%

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