Portfolio Management Services (PMS)Compare Schemes
AlphaGrep Multi Factor Quant vs Nirmal Bang Equity Multi Cap
Add SchemeGrowth of ₹1 Crore
AlphaGrep Multi Factor Quant
Nirmal Bang Equity Multi Cap
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.27%
7.67%
6 Months
−2.30%
25.93%
1 Year
1.68%
35.92%
3 Years
13.91%
—
5 Years
—
—
Since Inception
14.05%
23.98%
Fund Age
3 yrs 10 mo
2 yrs 10 mo
AUM
₹53.78 Cr
₹213.66 Cr
Alpha – 1 Year
−3.04%
31.20%
Alpha – 3 Years
1.82%
—
Information Ratio – 3 Years
0.34
—
Volatility – 1 Year
15.80%
22.87%
Volatility – 3 Years
15.64%
—
Beta – 1 Year
0.86
1.05
Beta – 3 Years
0.97
—
Sharpe Ratio – 1 Year
-0.15
1.23
Sharpe Ratio – 3 Years
0.71
—
Worst Rolling Year
15.78%
—
Value at Worst Rolling Year
₹1.16 Cr
—
Deepest Drawdown
−18.40%
−11.95%
Recovery Period
275 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
20.35%
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
—
—
Number of Stocks
—
—
Portfolio P/E
—
—
Top 5 Holdings
—
Kovai Medical Center & Hospital Ltd · 5.84%
Kaynes Technology India Ltd · 5.42%
Trent Ltd · 5.05%
Vishal Mega Mart Ltd · 4.93%
Nuvama Wealth Management Ltd · 4.82%
Top Sectors
—
—
Fixed Fee
2.25% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
10% of profit, above 10%
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
1% / 0% / 0%