Nine Rivers Capital Holdings Private Limited • Equity
Aurum Small Cap Plus is an equity portfolio management service (PMS) strategy run by Nine Rivers Capital Holdings Private Limited, launched on 10 May 2017. As of 30 Sep 2026, it manages ₹9.35 Cr of client assets and is benchmarked against the BSE 500 TRI. Its reported trailing returns are +10.93% over 3 years and +8.96% over 5 years (+11.84% since inception). Over 3 years, the BSE 500 TRI returned +9.20%, so the strategy is 1.73 percentage points ahead of its benchmark. Its 3-year return ranks 245th 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: Invasset Growth Fund (+10.96%), 360 ONE Phoenix Portfolio (+10.93%), Emkay Gems (+10.93%), Wonder Companies (+10.92%).
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 | -3.39% |
| 3 Months | -5.84% |
| 3 Years | +10.93% |
| 5 Years | +8.96% |
| Since Inception | +11.84% |
| management fee | Fixed Fees: AMC : max upto 3% p.a. charged quarterly in arrear on daily average NAV Fees is subject to applicable taxes |
| performance fee | Variable Fees: AMC : Max 2% p .a .charged quarterly in arrear Hurdle : 10% (calculated using simple interest ) Profit Sharing : max 20% on incremental profit above hurdle Fees is subject to applicable taxes |
| exit load | 1st Year : 2% 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 Plus has a 3-year return of +10.93%, a 5-year return of +8.96% and +11.84% since inception as of 30 Sep 2026. Past performance is not indicative of future results.
Over 5 years, Aurum Small Cap Plus returned +8.96% against +8.91% for the BSE 500 TRI, 0.05 percentage points ahead. Over 3 years it returned +10.93% against +9.20%. 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 Plus's 3-year return of +10.93% ranks 245th as of 30 Sep 2026.
Aurum Small Cap Plus is managed by SANDEEP DAGA at Nine Rivers Capital Holdings. The strategy manages ₹9.35 Cr of client assets as of 30 Sep 2026.
Aurum Small Cap Plus manages ₹9.35 Cr of client assets as of 30 Sep 2026.
The fee structure for Aurum Small Cap Plus includes: management fee: Fixed Fees: AMC : max upto 3% p.a. charged quarterly in arrear on daily average NAV Fees is subject to applicable taxes; performance fee: Variable Fees: AMC : Max 2% p .a .charged quarterly in arrear Hurdle : 10% (calculated using simple interest ) Profit Sharing : max 20% on incremental profit above hurdle Fees is subject to applicable taxes; exit load: 1st Year : 2% 2nd Year : 2% 3rd Year : 1% Fees is subject to applicable taxes.
The minimum investment for Aurum Small Cap Plus is ₹50 Lakhs.
Aurum Small Cap Plus was launched on 10 May 2017. It has a 9-year track record.
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