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COMPARE PMS SCHEMES

A detailed comparison of PMS schemes on parameters like Fee structure, Portfolio, Returns etc
Alphaa Focused Small-Cap Portfolio
Nine Rivers Capital - Aurum Small Cap Opportunities
Fund Summary
CategorySmall CapSmall Cap
AUM (₹ cr)15.30695.86
Fixed Fee1.50%2.00%
Variable FeeNo OptionNo Option
Hurdle Rate12.00%10.00%
Profit Sharing20% Profit Sharing Over 12% Hurdle Rate20% over hurdle rate of 10%
BenchmarkNifty 50 TRIBSE 500 TRI
Portfolio Age3 years, 3 months13 years, 10 months
Trailing Returns
Portfolio Manager
Jyoti Prakash
Jyoti Prakash
Sandeep Daga
Sandeep Daga
ProfileConsistent performer, having over 35 years of experience. Last 12 years have been in the public domain in the role of Head of equities with Aegon Life Insurance. Earlier, worked with Amul Dairy, Foundation to Aid Industrial Recovery, Sahara India, Stewart & Mackertich and Guiness Portfolio Management Services. Graduate of PG program in Rural Management, flagship program of IRMA. Also, a CFA from ICFAI. The Hindu ranked one of the funds managed by him as the best performing multi-cap fund. An avid reader & author. Member of Advisory Board of IIM, Jammu.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.
Detailed Portfolio
Allocation by Market Cap
  • Large Cap 0.08%
  • Small Cap 97.33%
    Undisclosed
Sector Holdings
Stock Holdings
Investment Details
Min. Investment500000010000000
SIP OptionAvailableNot Available
STP OptionNot AvailableNot Available
Exit Load Exit load is 1.50% if redeemed in 0-1 year, 0% thereafter. 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.