Nine Rivers Capital Holdings Private Limited • Equity
Aurum Small Cap Opportunities is an equity portfolio management service (PMS) strategy run by Nine Rivers Capital Holdings Private Limited, launched on 20 Dec 2012. As of 30 Sep 2026, it manages ₹683 Cr of client assets and is benchmarked against the BSE 500 TRI. Its reported trailing returns are +4.51% over 1 year, +7.22% over 3 years and +13.03% over 5 years (+24.27% since inception). Over 3 years, the BSE 500 TRI returned +9.20%, so the strategy is 1.98 percentage points behind of its benchmark. Its 3-year return ranks 356th of 474 PMS strategies benchmarked to the BSE 500 TRI. The minimum investment is ₹50 Lakhs. The strategy is managed by SANDEEP DAGA.
Ranked nearby on 3-year return: Vacreate Bespoke strategy (+7.33%), Trend Following - Flexicap Growth (+7.28%), India Special Opportunities Portfolio NR (+7.19%), dezerv. Arbitrage Strategy (+7.09%).
Returns and AUM as of , as reported to APMI. Last checked . Source: public PMS performance disclosures. Returns are as reported by the portfolio manager; past performance is not a guarantee of future returns.
| Period | Return |
|---|---|
| 1 Month | -1.83% |
| 3 Months | +1.35% |
| 1 Year | +4.51% |
| 3 Years | +7.22% |
| 5 Years | +13.03% |
| Since Inception | +24.27% |
| management fee | Fixed Fees: AMC Charges : 3% p. a. charged quarterly in arrear on daily average NAV Fees is subject to applicable taxes |
| performance fee | Variable Fees: AMC Charges :Max 2 % p.a. charged quarterly in arrear Hurdle : 10%( calculated using simple interest per annum) Profit sharing : Max 20% over hurdle Fee is subject to applicable taxes |
| exit load | 1st Year : 3% 2nd Year : 2% 3rd Year : 1% Fees is subject to applicable taxes |
A PMS needs at least ₹50 lakh. Before you commit, get a second opinion on fees, benchmark and fit from Foliyo, a fee-only SEBI Registered Investment Adviser.
Book an intro callAurum Small Cap Opportunities has a 1-year return of +4.51%, a 3-year return of +7.22%, a 5-year return of +13.03% and +24.27% since inception as of 30 Sep 2026. Past performance is not indicative of future results.
Over 5 years, Aurum Small Cap Opportunities returned +13.03% against +8.91% for the BSE 500 TRI, 4.12 percentage points ahead. Over 3 years it returned +7.22% against +9.20%; Over 1 year it returned +4.51% against -2.33%. Figures as of 30 Sep 2026.
Among 474 PMS strategies benchmarked to the BSE 500 TRI with a 3-year track record, Aurum Small Cap Opportunities's 3-year return of +7.22% ranks 356th as of 30 Sep 2026.
Aurum Small Cap Opportunities is managed by SANDEEP DAGA at Nine Rivers Capital Holdings. The strategy manages ₹683 Cr of client assets as of 30 Sep 2026.
Aurum Small Cap Opportunities manages ₹683 Cr of client assets as of 30 Sep 2026.
The fee structure for Aurum Small Cap Opportunities includes: management fee: Fixed Fees: AMC Charges : 3% p. a. charged quarterly in arrear on daily average NAV Fees is subject to applicable taxes; performance fee: Variable Fees: AMC Charges :Max 2 % p.a. charged quarterly in arrear Hurdle : 10%( calculated using simple interest per annum) Profit sharing : Max 20% over hurdle Fee is subject to applicable taxes; exit load: 1st Year : 3% 2nd Year : 2% 3rd Year : 1% Fees is subject to applicable taxes.
The minimum investment for Aurum Small Cap Opportunities is ₹50 Lakhs.
Aurum Small Cap Opportunities was launched on 20 Dec 2012. It has a 13-year track record.
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