Aurum Growth Opportunities
Portfolio Management ServiceStrategy AUM
Trailing 1Y return
Trailing Returns
APMI · annualised beyond 1Y · as of 01 May 2026
- 1M
- +2.73%
- 3M
- +6.72%
- 6M
- -1.97%
- 9M
- —
- 1Y
- -0.58%
- 2Y
- +7.42%
- 3Y
- +11.12%
- 4Y
- +15.06%
- 5Y
- +9.29%
- Since Inception
- +18.71%
- Strategy AUM
- ₹4 Cr
- Benchmark
- BSE 500 TRI
Performance vs Benchmark
Strategy vs BSE 500 TRI · trailing returns, % · alpha = excess
| Period | Strategy | Benchmark | Alpha |
|---|---|---|---|
| 1 Month | +2.73% | −0.17% | +2.90% |
| 3 Months | +6.72% | −2.34% | +9.06% |
| 6 Months | −1.97% | −5.39% | +3.42% |
| 1 Year | −0.58% | −0.07% | −0.51% |
| 2 Years | +7.42% | +4.14% | +3.28% |
| 3 Years | +11.12% | +13.46% | −2.34% |
| 4 Years | +15.06% | +13.31% | +1.75% |
| 5 Years | +9.29% | +12.29% | −3.00% |
| Since Inception | +18.71% | +14.58% | +4.13% |
Monthly Performance
Growth of ₹100 invested · month-on-month · 13 months
| Month | Strategy | Benchmark | Alpha |
|---|---|---|---|
| May-2026 | +2.73% | −0.17% | +2.90% |
| Apr-2026 | +20.26% | +10.38% | +9.88% |
| Mar-2026 | −13.61% | −11.37% | −2.24% |
| Feb-2026 | +1.23% | +0.45% | +0.78% |
| Jan-2026 | −4.87% | −3.34% | −1.53% |
| Dec-2025 | −4.61% | −0.24% | −4.37% |
| Nov-2025 | −2.70% | +0.96% | −3.66% |
| Oct-2025 | +4.80% | +4.27% | +0.53% |
| Sep-2025 | +0.75% | +1.24% | −0.49% |
| Aug-2025 | −2.04% | −1.75% | −0.29% |
| Jul-2025 | −1.83% | −2.71% | +0.88% |
| Jun-2025 | +2.65% | +3.68% | −1.03% |
| May-2025 | +10.81% | +3.54% | +7.27% |
Strategy Details
APMI fact sheet
- Inception
- 26 Jul 2013
- Age
- 12.10 Years
- Min. investment
- ₹50,00,000
- Turnover (1Y)
- 0.45×
- Turnover (1M)
- 0.03×
- Product
- Equity
as of 31 May 2026
Asset classes
Investment objective
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
Fund Managers
1 manager
Name
SANDEEP DAGA
Fees & Investment
As disclosed to APMI
- Min. investment
- ₹50,00,000
- Fixed fees
- AMC : Max 3% p.a. charged quarterly in arrear on daily average NAV Fees is subject to applicable taxes
- Variable fees
- AMC : Max 2% pa. charged quarterly in arrear on daily average NAV Hurdle : 10% ( calculated using simple interest) Profit Sharing : Max 20% on incremental return
- Exit load
- 1st Year : 3% 2nd Year : 2% 3rd Year : 1%
PMS Industry — SEBI
Latest monthly aggregate
- Total PMS AUM
- ₹44.11 Lakh Cr
- Total clients
- 2,23,279
- Discretionary
- ₹37.37 Lakh Cr
- Period
- july-2026
Industry AUM by asset class (top 5)
- Plain Debt Listed₹28.98 Lakh Cr
- Listed Equity₹7.60 Lakh Cr
- Plain Debt Unlisted₹5.00 Lakh Cr
- Mutual Funds₹1.93 Lakh Cr
- Others₹40,423 Cr
About
- Provider
- Nine Rivers Capital Holdings Private Limited
- Strategy
- Aurum Growth Opportunities
- Benchmark
- BSE 500 TRI
- Source
- APMI
Strategy performance, AUM, fees and fund-manager details are sourced from APMI (Association of Portfolio Managers in India); industry aggregates are from SEBI’s monthly PMS disclosures. Returns beyond one year are annualised; past performance is not indicative of future results, and a PMS strategy carries no capital guarantee. For information only, not investment advice.