Portfolio Management Services (PMS)Compare Schemes
INVESQ MULTICAP OPPORTUNITIES PORTFOLIO vs Nirmal Bang Equity Multi Cap
Add SchemeGrowth of ₹1 Crore
INVESQ MULTICAP OPPORTUNITIES PORTFOLIO
Nirmal Bang Equity Multi Cap
Return for the risk
1 yr return
0%
5%
10%
15%
20%
25%
30%
35%
40%
Nifty 500 · 4.7%
10%
20%
30%
Volatility • 1 yr deviation
1 Month
1.52%
7.67%
6 Months
17.08%
25.93%
1 Year
3.81%
35.92%
3 Years
—
—
5 Years
—
—
Since Inception
7.25%
23.98%
Fund Age
2 yrs 4 mo
2 yrs 10 mo
AUM
₹129.96 Cr
₹213.66 Cr
Alpha – 1 Year
−0.91%
31.20%
Alpha – 3 Years
—
—
Information Ratio – 3 Years
—
—
Volatility – 1 Year
22.22%
22.87%
Volatility – 3 Years
—
—
Beta – 1 Year
1.11
1.05
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
0.03
1.23
Sharpe Ratio – 3 Years
—
—
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
—
−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
33
—
Portfolio P/E
36.26
—
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
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
10% of profit, above 10%
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
1% / 0% / 0%