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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
  • 6
    Out of 12*
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Portfolio age12 years, 10 months
3.8%
1.2%
Hurdle Rate**10.00%
Fixed fee2.00%
Min. Investment₹10000000.00
*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 31/10/2025)
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
  • Auto & Auto Anc16.4%
  • Consumer Discretionary15.4%
  • IT / Tech13.9%
  • Industrials12%
  • Realty & Bld Products10.3%
Stock Holdings
Undisclosed

bt_logoPORTFOLIO MANAGERS

Sandeep Daga
  • Manager Rank7 Out of 14
    i
    Rank is based on 3-year return
  • Schemes Managed2
  • Total AUMUndisclosed
  • Highest Return In 1 Yr12.2%
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
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Aurum Multiplier Portfolio
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10.00%
Benchmark
S&P BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
41 Out of 251
Fixed Fee
2.50%
Scheme Return
5.3%
Benchmark Return
1.2%
Nine Rivers Capital - Aurum Small Cap Opportunities
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10.00%
Benchmark
S&P BSE 500 TRI
Category
Small Cap
Category Rank
9 Out of 28
Fixed Fee
2.00%
Scheme Return
3.8%
Benchmark Return
1.2%
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

bt_logoFUND SUMMARY

AUM (₹ Cr)
UNDISC.
(As on Oct, 2025)
Inception Date
Dec 31, 2012
Min. Investment
₹10000000.00
SIP Option
Not Available
STP Option
Not Available
Exit Load
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.
Reporting Structure
TWRR Pooled
i
Time Weighted Rate of Return

bt_logoFEE STRUCTURE

Fixed Fee
2.00%
Variable Fee
No Option
Hurdle Rate
10.00%
Profit Sharing
20% over hurdle rate of 10%
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bt_logoINVESTMENT PHILOSOPHY

Objective

Focused investing in 12-15 companies, upto Rs 5000 cr mcap  with low turnover

Investment Approach

Structural changes in macro environment - Change in regulatory / policy / technology trend / consumption pattern . Soft change – Next Gen & New Leadership . Restructuring - Balance Sheet & business

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bt_logoPEER ANALYSIS

  • table
  • Grid
Compare
Nine Rivers Capital - Aurum Small Cap Opportunities
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10.00%
Benchmark
S&P BSE 500 TRI
Category Rank
9 Out of 28
Fixed Fee
2.00%
Scheme Return
3.8%
Benchmark Return
4.3%
Sundaram Alternates - Rising Stars
AUM (₹ Cr)
UNDISC.
Hurdle Rate
12%
Benchmark
S&P BSE 500 TRI
Category Rank
1 Out of 28
Fixed Fee
2.50%
Scheme Return
10.5%
Benchmark Return
4.27%
Right Horizons - Super Value Aggressive
AUM (₹ Cr)
UNDISC.
Hurdle Rate
8%
Benchmark
S&P BSE 500 TRI
Category Rank
2 Out of 28
Fixed Fee
No Option
Scheme Return
9.47%
Benchmark Return
4.27%
FACTORALPHA SMALLCAP PMS
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10.00%
Benchmark
S&P BSE 500 TRI
Category Rank
3 Out of 28
Fixed Fee
2.00%
Scheme Return
8.7%
Benchmark Return
4.27%
Emerging
AUM (₹ Cr)
UNDISC.
Hurdle Rate
No Option
Benchmark
Nifty 50 TRI
Category Rank
4 Out of 28
Fixed Fee
No Option
Scheme Return
5.78%
Benchmark Return
4.62%
Smart Alpha Small & Micro Cap
AUM (₹ Cr)
₹46.00 Cr
Hurdle Rate
10.00% 8.00% or 0%
Benchmark
S&P BSE 500 TRI
Category Rank
5 Out of 28
Fixed Fee
2.50%
Scheme Return
5.59%
Benchmark Return
4.27%
*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 784.58 crores. Its current offering of PMS schemes includes 1 Multi Cap And Flexi Cap and 1 Small Cap schemes.

AUM (₹ cr)

784.58 (As on Oct, 2025)

Number of Schemes

2
Schemes From This AMC
  • table
  • Grid
Compare
Aurum Multiplier Portfolio
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10.00%
Benchmark
S&P BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
41 Out of 251
Fixed Fee
2.50%
Scheme Return
5.3%
Benchmark Return
1.2%
Nine Rivers Capital - Aurum Small Cap Opportunities
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10.00%
Benchmark
S&P BSE 500 TRI
Category
Small Cap
Category Rank
9 Out of 28
Fixed Fee
2.00%
Scheme Return
3.8%
Benchmark Return
1.2%
*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.

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