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Aurum Multiplier Portfolio

Distributed through AltPort Experts. Comprehensive fund documentation can be accessed through our research team.
Category PMS
Company Nine Rivers Capital
Fund Managers Sandeep Daga
Benchmark BSE 500 TRI
Share: f x in w

About Company

Nine Rivers Capital

NRC positions itself as a non-consensus investment firm that actively searches for mispriced opportunities using its distinct private equity-style approach. It is among India's oldest small-cap-focused PMS providers, backed by more than twelve years of strong performance and consistent long-term alpha generation. NRC is known for challenging conventional market thinking, placing equal emphasis on the quality and intrinsic value of every business it evaluates. The team brings together seasoned professionals from both private and public markets, combining deep sectoral expertise with a research-driven mindset to build high-conviction portfolios designed for sustainable wealth creation.

 

Aurum Multiplier Portfolio

Fund Snapshot

 

Scheme Term

Scheme term – 10 years, suggested investment horizon 3-5 years

Minimum Investment Amount

INR 50 Lakhs

Management Fees

Option 1 - 2.5% per annum | Option 2 - 1.5%

Performance Fees

Option 1 - 0% | Option 2 - 15%, Hurdle 10%

Early Withdrawal Charges

First Year: 2% | Post First Year - NIL

Benchmark

S&P BSE 500 ( TRI)

Private Equity approach to Multicap Investing

 

Long Growth Runway

Companies with large addressable market and limited competitive intensity

 

Catch Earnings Upcycle

Companies that benefit from sectoral or regulatory tailwinds

 

Build Nuanced Expertise in Industry Segments

Deep understanding of business dynamics of select sectors and investee companies

Good Business Franchises with Execution Track Record

Business moat along with management integrity

 

Out of Favour Companies

Companies which are currently underowned and/or mispriced

 

Favourable Risk Reward

Heads I win, Tails I don’t lose much

 

Alpha generation –Staying away from ‘index

 

  • Thematic Investing—Selecting segments and sectors showing signs of earnings expansion
  • Investing in sector leaders –Companies with credible market share in its segment
  • Corporate governance—Assessing transparency, prudential accounting & capital allocation
  • Portfolio sizing—Investing in ~20 stocks, 5-7.5% allocation
  • Tactical opportunities—mispriced businesses, corporate restructurings and special situations
  • Limiting downside—Companies with valuation comfort along with earnings growth

Your Wealth, Managed the Right Way

There’s a difference between placing money and managing wealth. At AltPort, every part of your portfolio is monitored, refined, and aligned with your long-term goals. If you want thoughtful management rather than superficial investing, we deliver.

 

Section: Performance Analysis
Fund Growth vs Benchmark Trend

Track how the fund has performed against its benchmark over time through a comparative line graph analysis.

Aurum Multiplier Portfolio

Benchmark: BSE 500 TRI

Section: Performance Comparison
Fund vs Benchmark Bar Graph

Compare fund returns and benchmark performance across multiple investment periods using a visual bar graph.

Section: Performance Comparison
Fund vs Benchmark Comparison Table

Review and compare fund returns against benchmark performance across different investment periods in a detailed tabular format.

Nine Rivers Capital Holdings Private Limited

AUM(Cr.) 1M 3M 6M 1Y 2Y 3Y 4Y 5Y Ince.
Performance ₹34.85 0.70 5.59 -3.48 -0.11 11.84 17.83 17.78 15.17 15.92
Benchmark NA -0.17 -2.34 -5.39 -0.07 4.14 13.46 13.31 12.29 15.15
Section: Fund Leadership
Meet the Fund Managers

Learn about the experienced fund managers responsible for investment decisions, portfolio strategy, and long-term fund performance.

Sandeep Daga

Sandeep Daga

Sandeep Daga is a B.E. in Engineering graduate from Amravati University. He completed his master’s in management studies and finance from SVKM’s Narsee Monjee Institute.

 

Daga founded Nine Rivers Capital and has worked as the MD & CIO since 2007. Before Nine Rivers Capital, Sandeep Daga worked at ICICI Venture as a Head of B2B Investments. From 2000 to 2006, he was the director at Frontline Strategy, an India-centric PE firm. The PE Funds, which were advised by frontline, delivered top-quartile returns in five years, under the leadership of Sandeep Baga.

 

Section: Help & Support
Frequently Asked Questions

Find answers to common questions about fund investments, performance, portfolio strategy, and investor services.

1. What is the investment approach of the Aurum Multiplier Portfolio? +

The portfolio follows a private equity-style multi-cap strategy focused on businesses with strong growth potential, scalable opportunities, sound management quality, and attractive valuations. It also looks for earnings upcycles, sectoral tailwinds, and special situations.

2. What is the minimum investment amount required? +

The minimum investment amount for the Aurum Multiplier Portfolio is INR 50 lakhs.

3. What is the recommended investment horizon for this strategy? +

While the scheme term is 10 years, the suggested investment horizon is 3–5 years to allow the strategy sufficient time to capture long-term value creation opportunities.

4. How is the portfolio constructed? +

The strategy maintains a concentrated portfolio of around 20 stocks with disciplined position sizing. It focuses on sector leaders, governance standards, earnings visibility, and favourable risk-reward opportunities.

5. Are there any exit charges in the portfolio? +

Yes. An early withdrawal charge of 2% applies during the first year. There is no exit charge after the first year.

Section: Contact Us
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Disclaimer: Investing in AIF, PMS, Gift City or Mutual Fund is subject to market risk. Please read the related documents carefully. Past performance does not guarantee future results and there is no assurance that the managed accounts will necessarily achieve their objectives. Actual portfolios may differ as a result of account size, client-imposed investment restrictions, the timing of client investments and market, economic, and individual company factors. We at ALTPORT do not guarantee any returns in the hands of investors, nor do we take any sort of accountability for the performance of the scheme.