About Company
Nine Rivers Capital
Nine Rivers Capital is an independent investment-management and corporate-advisory group serving HNIs, family offices and long-term investors. The platform operates through Nine Rivers Capital Holdings Private Limited, a SEBI-registered Portfolio Manager and investment manager associated with domestic AIF activities. Its investment-management business covers listed-equity PMS strategies and Category I and Category II AIF structures. The firm describes its approach as applying private-equity-style diligence to public-market investing, with an emphasis on fundamental research, business quality, governance and long-term value creation.
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.
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Aurum Small Cap Opportunities
Benchmark: BSE 500 TRI
Compare fund returns and benchmark performance across multiple investment periods using a visual bar graph.
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 | ₹695.86 | -0.59 | 12.36 | 18.29 | 5.81 | -2.41 | 7.48 | 14.86 | 14.52 | 24.60 |
| Benchmark | NA | -0.09 | 3.86 | 1.43 | 4.72 | -0.11 | 12.09 | 11.90 | 10.91 | 13.60 |
Learn about the experienced fund managers responsible for investment decisions, portfolio strategy, and long-term fund performance.
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.
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The strategy aims to identify high-growth small-cap businesses benefiting from structural tailwinds, management transformation, disruptive trends, and long-term earnings expansion opportunities.
The minimum investment amount for the portfolio is INR 1 crore.
The portfolio invests across sectors such as IT & SaaS, consumer discretionary, auto & auto ancillaries, industrials, defence & aerospace, healthcare & pharma, and BFSI.
The suggested investment horizon is at least 5 years, allowing investors to benefit from long-term small-cap growth and compounding 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.
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