Portfolio Management Services (PMS)Compare Schemes
Composite India - GARP Fund vs Nirmal Bang Equity Multi Cap
Add SchemeGrowth of ₹1 Crore
Composite India - GARP Fund
Nirmal Bang Equity Multi Cap
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 11.8%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
3.99%
7.67%
6 Months
22.77%
25.93%
1 Year
24.21%
35.92%
3 Years
13.20%
—
5 Years
12.56%
—
Since Inception
18.69%
23.98%
Fund Age
7 yrs 4 mo
2 yrs 10 mo
AUM
₹114.64 Cr
₹213.66 Cr
Alpha – 1 Year
19.49%
31.20%
Alpha – 3 Years
1.43%
—
Information Ratio – 3 Years
0.12
—
Volatility – 1 Year
24.82%
22.87%
Volatility – 3 Years
21.64%
—
Beta – 1 Year
1.34
1.05
Beta – 3 Years
1.13
—
Sharpe Ratio – 1 Year
0.78
1.23
Sharpe Ratio – 3 Years
0.46
—
Worst Rolling Year
10.43%
—
Value at Worst Rolling Year
₹1.10 Cr
—
Deepest Drawdown
−24.42%
−11.95%
Recovery Period
92 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
18.16%
—
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 20% · M 28% · S 47%
—
Number of Stocks
32
—
Portfolio P/E
37.13
—
Top 5 Holdings
L&T Finance Ltd · 6.45%
Garware Hi Tech Films Ltd · 6.35%
Piramal Finance Ltd · 5.97%
Eicher Motors Ltd · 5.58%
Divis Laboratories Ltd · 5.56%
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
Financial Services · 22.52%
Capital Goods · 19.92%
Healthcare · 18.45%
—
Fixed Fee
1.00% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
10% of profit, above 10%
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
1% / 0% / 0%