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Nine Rivers Capital - Aurum Small Cap Opportunities
Nine Rivers Capital - Aurum Small Cap Opportunities

Nine Rivers Capital - Aurum Small Cap Opportunities

  • Nine Rivers Capital Holdings Pvt Ltd
  • Small Cap
  • 5
    Out of 13*
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PMS Bazaar
Portfolio age12 years, 7 months
3.3%
3.7%
Hurdle Rate**10.00%
Fixed fee2.00%
Min. Investment10000000.00
*Ranking of the scheme in the peer group is based on its return for the longest period available
**Minimum return that a PMS scheme must generate before an investor starts paying performance fees

bt_logoTRAILING PERFORMANCE

(As on 30/06/2025)
Compare the performance of the PMS scheme against benchmark across different time periods.

bt_logoPERFORMANCE

Calendar YearFinancial Year

bt_logoDETAILED PORTFOLIO

EQUITY (Undisclosed)
Allocation by Market Cap
Undisclosed
Sector Holdings
  • IT/ Tech16.7%
  • Consumer Discretionary16.1%
  • Consumer Discretionary15.2%
  • Auto & Auto Anc14.1%
  • Industrials11.8%
Stock Holdings
Undisclosed

bt_logoPORTFOLIO MANAGERS

Sandeep Daga
  • Manager Rank7 Out of 15
    i
    Rank is based on 3-year return
  • Schemes Managed2
  • Total AUMUndisclosed
  • Highest Return In 1 Yr20.3%
Profile

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.

Other Schemes
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10.00%
Benchmark
S&P BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
90 Out of 250
Fixed Fee
2.50%
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10.00%
Benchmark
S&P BSE 500 TRI
Category
Small Cap
Category Rank
14 Out of 25
Fixed Fee
2.00%
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

bt_logoPEER ANALYSIS

AUM (₹ Cr)
UNDISC.
Hurdle Rate
10.00%
Benchmark
S&P BSE 500 TRI
Category Rank
14 Out of 25
Fixed Fee
2.00%
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10.00%
Benchmark
S&P BSE 500 TRI
Category Rank
1 Out of 25
Fixed Fee
No Option
AUM (₹ Cr)
UNDISC.
Hurdle Rate
12.00%
Benchmark
S&P BSE 500 TRI
Category Rank
2 Out of 25
Fixed Fee
2.00%
AUM (₹ Cr)
₹792.16 Cr
Hurdle Rate
0%
Benchmark
S&P BSE 500 TRI
Category Rank
3 Out of 25
Fixed Fee
2.00%
AUM (₹ Cr)
UNDISC.
Hurdle Rate
14.00%
Benchmark
S&P BSE 500 TRI
Category Rank
4 Out of 25
Fixed Fee
2.50%
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10.00%
Benchmark
S&P BSE 500 TRI
Category Rank
5 Out of 25
Fixed Fee
2.50%
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

bt_logoABOUT AMC

Nine Rivers Capital Holdings Pvt Ltd
Nine Rivers Capital Holdings Pvt Ltd manages assets worth Rs 798.27 crores. Its current offering of PMS schemes includes 1 Multi Cap And Flexi Cap and 1 Small Cap schemes.

AUM (₹ cr)

798.27 (As on Jun, 2025)

Number of Schemes

2
Schemes From This AMC
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10.00%
Benchmark
S&P BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
90 Out of 250
Fixed Fee
2.50%
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10.00%
Benchmark
S&P BSE 500 TRI
Category
Small Cap
Category Rank
14 Out of 25
Fixed Fee
2.00%
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

bt_logoFAQ's

What is the hurdle rate of Nine Rivers Capital - Aurum Small Cap Opportunities?
The hurdle rate of Nine Rivers Capital - Aurum Small Cap Opportunities is 10.00%.
What is the fixed fee charged in Nine Rivers Capital - Aurum Small Cap Opportunities ?
The fixed fee charged in Nine Rivers Capital - Aurum Small Cap Opportunities is 2.00%.
What is the variable fee charged in Nine Rivers Capital - Aurum Small Cap Opportunities ?
There is no option for Variable fee.
What is the profit sharing in Nine Rivers Capital - Aurum Small Cap Opportunities ?
The profit sharing in Nine Rivers Capital - Aurum Small Cap Opportunities is 20% over hurdle rate of 10%.
What is the minimum investment in Nine Rivers Capital - Aurum Small Cap Opportunities ?
The minimum investment in Nine Rivers Capital - Aurum Small Cap Opportunities is ₹10000000.00
What type of scheme is Nine Rivers Capital - Aurum Small Cap Opportunities?
Nine Rivers Capital - Aurum Small Cap Opportunities is an Equity scheme. It falls in the Small Cap category.
What is the inception date of Nine Rivers Capital - Aurum Small Cap Opportunities?
The inception date of Nine Rivers Capital - Aurum Small Cap Opportunities is Dec 31, 2012.
What is the exit load of Nine Rivers Capital - Aurum Small Cap Opportunities?
Exit load is 3.00% if redeemed in 0-1 year, 2.00% if redeemed in > 1-2 years, 1.00% if redeemed in > 2-3 years, 0% thereafter.