Aurum Small Cap Opportunities
Portfolio Management ServiceStrategy AUM
Trailing 1Y return
Trailing Returns
APMI · annualised beyond 1Y · as of 01 May 2026
- 1M
- +0.24%
- 3M
- +5.28%
- 6M
- -6.19%
- 9M
- —
- 1Y
- -7.82%
- 2Y
- -0.97%
- 3Y
- +11.31%
- 4Y
- +16.13%
- 5Y
- +12.48%
- Since Inception
- +24.04%
- Strategy AUM
- ₹648 Cr
- Benchmark
- BSE 500 TRI
Performance vs Benchmark
Strategy vs BSE 500 TRI · trailing returns, % · alpha = excess
| Period | Strategy | Benchmark | Alpha |
|---|---|---|---|
| 1 Month | +0.24% | −0.17% | +0.41% |
| 3 Months | +5.28% | −2.34% | +7.62% |
| 6 Months | −6.19% | −5.39% | −0.80% |
| 1 Year | −7.82% | −0.07% | −7.75% |
| 2 Years | −0.97% | +4.14% | −5.11% |
| 3 Years | +11.31% | +13.46% | −2.15% |
| 4 Years | +16.13% | +13.31% | +2.82% |
| 5 Years | +12.48% | +12.29% | +0.19% |
| Since Inception | +24.04% | +13.55% | +10.49% |
Monthly Performance
Growth of ₹100 invested · month-on-month · 13 months
| Month | Strategy | Benchmark | Alpha |
|---|---|---|---|
| May-2026 | +0.24% | −0.17% | +0.41% |
| Apr-2026 | +21.20% | +10.38% | +10.82% |
| Mar-2026 | −13.34% | −11.37% | −1.97% |
| Feb-2026 | −2.30% | +0.45% | −2.75% |
| Jan-2026 | −5.19% | −3.34% | −1.85% |
| Dec-2025 | −3.81% | −0.24% | −3.57% |
| Nov-2025 | −2.66% | +0.96% | −3.62% |
| Oct-2025 | +3.77% | +4.27% | −0.50% |
| Sep-2025 | −0.61% | +1.24% | −1.85% |
| Aug-2025 | −3.99% | −1.75% | −2.24% |
| Jul-2025 | −1.31% | −2.71% | +1.40% |
| Jun-2025 | +3.31% | +3.68% | −0.37% |
| May-2025 | +14.39% | +3.54% | +10.85% |
Strategy Details
APMI fact sheet
- Inception
- 20 Dec 2012
- Age
- 13.5 Years
- Min. investment
- ₹50,00,000
- Turnover (1Y)
- 0.24×
- Turnover (1M)
- 0.04×
- 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 Charges : 3% p. a. charged quarterly in arrear on daily average NAV Fees is subject to applicable taxes
- 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
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 Small 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.