IA Insight Report
IA Insight REPORT

Aurum Growth Opportunities

Investment Approach Details

₹4.04

(AUM CR)
   

Nine Rivers Capital Holdings Private Limited

S&P BSE 500 TRI

Equity

Equity

26/07/2013

11.2 Years

5000000

AMC : Max 3% p.a. charged quarterly in arrear on daily average NAV Fees is subject to applicable taxes

AMC : Max 2% pa. charged quarterly in arrear on daily average NAV Hurdle : 10% ( calculated using simple interest) Profit Sharing : Max 20% on incremental return

1st Year : 3% 2nd Year : 2% 3rd Year : 1%

   

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 Manager Details

SANDEEP DAGA

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sandeep@nineriverscapital.com

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Period-Wise Performance

IA vs. Benchmark Performance

Turnover Details As On 31/08/2024

0.00

0.21