Premium Access PMS

Aurum Small Cap Opportunities

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 Small Cap Opportunities Portfolio

Fund Snapshot

 

Scheme Term

Up to 10 years, suggestedinvestment horizon of at least 5 years

Minimum Investment Amount

INR 1 Crore

Management Fees

2.0% per annum

Performance Fees

20% on pre-tax return above | 10% hurdle

Early Withdrawal Charges

Early Withdrawal Charges

Benchmark

S&P BSE 500 TR

 

Aurum Small Cap Opportunities

 

Alpha Drivers

Non-linear triggers for business and earning momentum

 

  • Macro Tailwinds led by policy’s regulation, demographics, etc.
  • Transformative management changes-professional management, next gen taking over
  • Business turnarounds
  • Disruptive business trends

 

Steady Performers

Sustainable growth led by strong business fundamentals

 

  • Large scope for profitable growth
  • Great management execution track record
  • Quality and consistency in earnings
  • Generating healthy cash flows and return ratios

Portfolio Allocation

  • IT /Tech: Includes software product / SAAS companies in BFSI s mobility space and 4G/5G telecom product company
  • Consumer Discretionary: Includes staples, instant coffee, and the manufacturer's glassware brand
  • Auto & Auto Anc: Includes tractor OEM, diversified component manufacturers and an auto dealership
  • Industrials: Includes heavy engineering, waterflow control equipment, and bioethanol process engineering companies
  • Defence & Aerospace: An RF wireless subsystem supplier for mission-critical space defense programs
  • Healthcare & Pharma: Includes a pharmaceutical CDMO and a hospital chain
  • BFSI: Includes MFI and HFC

 

Smart, Steady, Strategic

Those three words define everything we do at AltPort. Portfolios are crafted for durability, shaped by insight, and guided by discipline. If you want an approach that stays steady through cycles, we’re the partner you need.

 

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 Small Cap Opportunities

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 ₹647.99 0.24 5.28 -6.19 -7.82 -0.97 11.31 16.13 12.48 24.04
Benchmark NA -0.17 -2.34 -5.39 -0.07 4.14 13.46 13.31 12.29 13.55
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 objective of the Aurum Small Cap Opportunities Portfolio? +

The strategy aims to identify high-growth small-cap businesses benefiting from structural tailwinds, management transformation, disruptive trends, and long-term earnings expansion opportunities.

2. What is the minimum investment amount required? +

The minimum investment amount for the portfolio is INR 1 crore.

3. Which sectors does the portfolio focus on? +

The portfolio invests across sectors such as IT & SaaS, consumer discretionary, auto & auto ancillaries, industrials, defence & aerospace, healthcare & pharma, and BFSI.

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

The suggested investment horizon is at least 5 years, allowing investors to benefit from long-term small-cap growth and compounding opportunities.

5. How does the portfolio identify investment opportunities? +

The strategy combines macro trends, sector tailwinds, management quality, turnaround opportunities, and strong business fundamentals to identify companies with sustainable growth potential and attractive risk-reward profiles.

Section: Contact Us
Get In Touch

Connect with our investment experts for personalized guidance, fund details, and support tailored to your financial needs.

Podcast - All Episodes Altport
Spotify - Podcast
Podcast - All Episodes Altport
YouTube · Webinar
AIF vs PMS vs GIFT City — Which Is Evolving Faster In India ?

Get In Touch

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.