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Aurum Small Cap Opportunities

Nine Rivers Capital Holdings Pvt Ltd
PMS Small Cap
Benchmark
S&P BSE 500 TRI
Inception Date
31 December 2012
SIP Available
No
STP Available
No

Investment Strategy

Investment Approach

Structural changes in macro environment - Change in regulatory / policy / technology trend / consumption pattern . Soft change – Next Gen & New Leadership . Restructuring - Balance Sheet & business

Investment Objective

Focused investing in 12-15 companies, upto Rs 5000 cr mcap  with low turnover

Performance Returns

Returns as on 2025-12-31

Trailing Returns

Period Strategy Benchmark Outperformance
1 MONTH -3.80% -0.20% -3.60%
3 MONTHS -2.80% 5.00% -7.80%
6 MONTHS -8.50% 1.60% -10.10%
1 YEAR -9.80% 7.60% -17.40%
2 YEAR 2.00% 11.60% -9.60%
3 YEAR 18.50% 16.40% 2.10%
5 YEAR 22.50% 16.80% 5.70%
SINCE INCEPTION 25.13% 14.47% 10.66%

Calendar Year Performance

Year Return
CY 2025 -9.80%
CY 2024 15.20%
CY 2023 60.08%
CY 2022 1.17%
CY 2021 66.93%
CY 2020 48.80%
CY 2019 -14.59%
CY 2018 -24.43%
CY 2017 43.74%
CY 2016 2.53%
CY 2015 34.56%
CY 2014 138.51%
CY 2013 49.49%

Financial Year Performance

Year Return
FY 26_YTD 13.90%
FY 25 -4.00%
FY 24 61.92%
FY 23 -3.66%
FY 22 27.21%
FY 21 203.12%
FY 20 -47.54%
FY 19 -10.03%
FY 18 13.21%
FY 17 27.49%
FY 16 13.14%
FY 15 116.86%
FY 14 73.74%
FY 13 49.49%

Past performance is not indicative of future results. Returns are subject to market risks.

Fund Managers

Sandeep Daga

Managing Director & CIO

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.

Ms. Pragati Khadse

Senior Portfolio Manager

20+ years of public market investing experience across sectors. Previously with JP Morgan Services, Citi Investment Research & IIFL Institutional EquitiesMBA Finance, IIM-C, BE from Amravati University

Kunal Sabnis

Portfolio Manager

13+ years of experience public market investing in buy and sell side roles. Previously with VEC Investments in a sector agnostic role focused on mid and small capsMBA Finance from Mumbai University and CFA Charter holder from CFA Institute, USA.

Portfolio Details

Portfolio Composition

Large Cap
0%
Mid Cap
0%
Small Cap
0%
Cash & Equivalent
0%

Top 5 Holdings

  • Undisclosed N/A
  • Undisclosed N/A
  • Undisclosed N/A
  • Undisclosed N/A
  • Undisclosed N/A

Top 5 Sectors

  • Auto & Auto Anc 19.00%
  • Consumer Discretionary 14.70%
  • IT / Tech 13.80%
  • Industrials 13.40%
  • Realty & Bld Products 9.60%

Portfolio Characteristics

total number of stocks
N/A
top 5 stocks percent
N/A
top 5 sectors percent
70.50%
average market cap
5500
portfolio age
13 Yrs, 0 Months
sip
Not Available
stp
Not Available

Fee Structure

Fixed Fee

AMC: 2%

Variable Fee

AMC: No Option

Hurdle: 10.00%

Profit Sharing: 20% over hurdle rate of 10%

Exit Load

Year 1: 3%

Year 2: 2%

Year 3: 1%

Disclaimer

* Returns are as on31st December 2025 , * Returns over a 1 year period are annualized * Returns are calculated using the Time Weighted Rate of Return (TWRR) method and as provided by the respective AMCs. *ND (No Data) , * NA(Not Applicable) * Returns of the respective Benchmark Indices used are tabulated above. Benchmark(s) given are as per SEBI circular no. SEBI/HO/IMD/IMD-PoD-2/P/CIR/2022/172 dated December 16, 2022 and the APMI circular no. APMI/2022-23/02 dated 23rd March,2023 and Revised Annexure-1

This profile is provided for general informational purposes only and is based on publicly available information. While reasonable care is taken, the content may not always reflect the latest updates.

Nothing on this page constitutes investment, financial, or legal advice. Investment decisions should be made after consulting a qualified advisor and reviewing official scheme documents.

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Last Updated: January 2026 · Published by Affluense AI (affluense.ai)

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