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AMETRA -FACTORCORE PMS vs Nirmal Bang Equity Multi Cap

AMETRA -FACTORCORE PMS

Nirmal Bang Equity Multi Cap

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Growth of ₹1 Crore

AMETRA -FACTORCORE PMS

Nirmal Bang Equity Multi Cap

Return for the risk

1 yr return

10%

15%

20%

25%

30%

35%

40%

Nifty 500 · 4.7%

AMETRA -FACTORCORE PMS

14.1% • vol 15.4%

Nirmal Bang Equity Multi Cap

35.9% • vol 22.9%

10%

20%

30%

Volatility • 1 yr deviation

1 Month

0.30%

7.67%

6 Months

−0.17%

25.93%

1 Year

14.07%

35.92%

3 Years

—

5 Years

—

Since Inception

13.81%

23.98%

Fund Age

12 mo

2 yrs 10 mo

AUM

₹1.06 Cr

₹213.66 Cr

Alpha – 1 Year

9.35%

31.20%

Alpha – 3 Years

—

Information Ratio – 3 Years

—

Volatility – 1 Year

15.45%

22.87%

Volatility – 3 Years

—

Beta – 1 Year

0.73

1.05

Beta – 3 Years

—

Sharpe Ratio – 1 Year

0.59

1.23

Sharpe Ratio – 3 Years

—

Worst Rolling Year

—

Value at Worst Rolling Year

—

Deepest Drawdown

−14.29%

−11.95%

Recovery Period

Not yet recovered

1-Year Rolling Windows Positive

—

Median Rolling Year

—

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

0.50% / yr

2.00% / yr

Performance Fee / Plan

Fixed Plan

10% of profit, above 10%

Exit Load (Y1 / Y2 / Y3)

1% / – / –

1% / 0% / 0%

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