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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
  • 11
    Out of 15*
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PMS Bazaar
Portfolio age13 years, 7 months
3.85%
1.73%
Hurdle Rate**10.00%
Fixed fee2.00%
Min. Investment₹1 Cr
*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

TRAILING PERFORMANCE

(As on 31/07/2026)
Compare the performance of the PMS scheme against benchmark across different time periods.

PERFORMANCE

Calendar YearFinancial Year
No Data Available

DETAILED PORTFOLIO

EQUITY (Undisclosed)
Allocation by Market Cap
Undisclosed
Sector Holdings
  • Auto & Auto Ancilaries20.1%
  • Industrials19%
  • Consumer Discresionary14.8%
  • Aerospace & Defence11.1%
  • Pharmaceuticals & Biotechnology9.7%
Stock Holdings
Undisclosed

PORTFOLIO MANAGERS

Sandeep Daga
  • Manager Rank15 Out of 18
    i
    Rank is based on 3-year return
  • Schemes Managed2
  • Total AUMUndisclosed
  • Highest Return In 1 Yr8.11%
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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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
4 Out of 27
Fixed Fee
2.00%
Scheme Return
3.85%
Benchmark Return
1.73%
Aurum Multiplier Portfolio
AUM (₹ Cr)
UNDISC.
Hurdle Rate
No Option
Benchmark
S&P BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
71 Out of 278
Fixed Fee
2.50%
Scheme Return
2.6%
Benchmark Return
1.73%
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

FUND SUMMARY

AUM (₹ Cr)
UNDISC.
(As on Jul, 2026)
Inception Date
Dec 31, 2012
Min. Investment
₹1 Cr
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

FEE 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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INVESTMENT 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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PEER 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
4 Out of 27
Fixed Fee
2.00%
Scheme Return
3.85%
Benchmark Return
1.73%
Counter Cyclical - Diversified Long Term Value
AUM (₹ Cr)
₹1,025.60 Cr
Hurdle Rate
10.00%
Benchmark
S&P BSE 500 TRI
Category Rank
1 Out of 27
Fixed Fee
No Option
Scheme Return
4.38%
Benchmark Return
1.73%
SageOne - Small Cap Portfolio
AUM (₹ Cr)
₹1,280.00 Cr
Hurdle Rate
No Option
Benchmark
S&P BSE 500 TRI
Category Rank
2 Out of 27
Fixed Fee
No Option
Scheme Return
4.3%
Benchmark Return
1.7%
Fort Capital - Value Fund
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10.00%
Benchmark
S&P BSE 500 TRI
Category Rank
3 Out of 27
Fixed Fee
No Option
Scheme Return
4.02%
Benchmark Return
1.73%
SMID
AUM (₹ Cr)
UNDISC.
Hurdle Rate
No Option
Benchmark
S&P BSE 500 TRI
Category Rank
5 Out of 27
Fixed Fee
2.50%
Scheme Return
3.01%
Benchmark Return
1.73%
Right Horizons - Super Value Aggressive
AUM (₹ Cr)
UNDISC.
Hurdle Rate
8.00%
Benchmark
S&P BSE 500 TRI
Category Rank
6 Out of 27
Fixed Fee
No Option
Scheme Return
2.93%
Benchmark Return
1.73%
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

ABOUT AMC

Nine Rivers Capital Holdings Pvt Ltd
Nine Rivers Capital Holdings Pvt Ltd manages assets worth Rs 760.37 crores. Its current offering of PMS schemes includes 1 Small Cap and 1 Multi Cap And Flexi Cap schemes.

AUM (₹ cr)

760.37 (As on Jun, 2026)

Number of Schemes

2
Schemes From This AMC
  • table
  • Grid
Compare
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
4 Out of 27
Fixed Fee
2.00%
Scheme Return
3.85%
Benchmark Return
1.73%
Aurum Multiplier Portfolio
AUM (₹ Cr)
UNDISC.
Hurdle Rate
No Option
Benchmark
S&P BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
71 Out of 278
Fixed Fee
2.50%
Scheme Return
2.6%
Benchmark Return
1.73%
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

FAQs

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 ₹1 Cr
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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