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Aurum Small Cap Opportunities
Nine Rivers Capital Holdings Private Limited
646.47 CR AUM
Aurum Small Cap Opportunities
Nine Rivers Capital Holdings Private Limited
646.47 CR AUM
BSE 500 TRI
Benchmark
13yr 4mo
Age
EQUITY
Strategy
AMC Charges : 3% p. a. charged quarterly in arrear on daily average NAV
Fees is subject to applicable taxes
Fixed 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
Variable Fees
1st Year : 3%
2nd Year : 2%
3rd Year : 1%
Fees is subject to applicable taxes
Exit Load
BSE 500 TRI
Benchmark
13yr 4mo
Age
EQUITY
Strategy
AMC Charges : 3% p. a. charged quarterly in arrear on daily average NAV
Fees is subject to applicable taxes
Fixed 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
Variable Fees
1st Year : 3%
2nd Year : 2%
3rd Year : 1%
Fees is subject to applicable taxes
Exit Load
sandeep daga
Fund Manager
EQUITYStrategies
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.
Purpose
The investment objective is to seek to generate capital appreciation by investing in a concentrated portfolio of equity stocks comprising of companies with sound business fundamental at reasonable valuations. The strategy is long only with bottom-up stock selection approach seeking to invest in companies that offer good growth prospects and are available at reasonable valuations
Investment Approach v/s Benchmark Metrics
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1M IA return
21.20%
1M benchmark return
10.38%
Alpha
10.82%
1M Wealth multiple
1.21x
Investment Approach v/s Benchmark Performance
2026
2026
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Wealth Creation Calculator
1M IA return
21.20%
1M benchmark return
10.38%
Alpha
10.82%
1M Wealth multiple
1.21x
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