Aurum Micro Cap Opportunities
Portfolio Management ServiceStrategy AUM
Trailing 1Y return
Trailing Returns
APMI · annualised beyond 1Y · as of 01 May 2026
- 1M
- +3.21%
- 3M
- +7.70%
- 6M
- +0.17%
- 9M
- —
- 1Y
- -17.38%
- 2Y
- -10.54%
- 3Y
- —
- 4Y
- —
- 5Y
- —
- Since Inception
- -2.81%
- 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 | +3.21% | −0.17% | +3.38% |
| 3 Months | +7.70% | −2.34% | +10.04% |
| 6 Months | +0.17% | −5.39% | +5.56% |
| 1 Year | −17.38% | −0.07% | −17.31% |
| 2 Years | −10.54% | +4.14% | −14.68% |
| 3 Years | +0.00% | +0.00% | +0.00% |
| 4 Years | +0.00% | +0.00% | +0.00% |
| 5 Years | +0.00% | +0.00% | +0.00% |
| Since Inception | −2.81% | +13.22% | −16.03% |
Monthly Performance
Growth of ₹100 invested · month-on-month · 13 months
| Month | Strategy | Benchmark | Alpha |
|---|---|---|---|
| May-2026 | +3.21% | −0.17% | +3.38% |
| Apr-2026 | +21.51% | +10.38% | +11.13% |
| Mar-2026 | −14.12% | −11.37% | −2.75% |
| Feb-2026 | −2.65% | +0.45% | −3.10% |
| Jan-2026 | −7.04% | −3.34% | −3.70% |
| Dec-2025 | +2.78% | −0.24% | +3.02% |
| Nov-2025 | −7.32% | +0.96% | −8.28% |
| Oct-2025 | +1.88% | +4.27% | −2.39% |
| Sep-2025 | −5.37% | +1.24% | −6.61% |
| Aug-2025 | −6.18% | −1.75% | −4.43% |
| Jul-2025 | −4.29% | −2.71% | −1.58% |
| Jun-2025 | +2.79% | +3.68% | −0.89% |
| May-2025 | +9.56% | +3.54% | +6.02% |
Strategy Details
APMI fact sheet
- Inception
- 13 Jun 2023
- Age
- 2.11 Years
- Min. investment
- ₹50,00,000
- Turnover (1Y)
- 0.24×
- Turnover (1M)
- 0.00×
- Product
- Equity
as of 31 May 2026
Asset classes
Investment objective
generate capital appreciation by investing in a concentrated portfolio of equity stocks comprising of companies with sound business fundamental at reasonable valuations
Fund Managers
1 manager
Name
SANDEEP DAGA
Fees & Investment
As disclosed to APMI
- Min. investment
- ₹50,00,000
- Fixed fees
- Not disclosed
- Variable fees
- AMC: 0.5 % of daily average NAV Hurdle : 20% XIRR Performance : 40% profit share on incremental profit above hurdle All fee is subject to applicable taxes
- Exit load
- 1st year : 3% 2nd year: 2% 3rd year: 1 % All charges are subject to applicable taxes
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 Micro Cap 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.