Portfolio Management Services (PMS)Compare Schemes
Monarch Wealth Creator Fund vs Nirmal Bang Equity Multi Cap
Add SchemeGrowth of ₹1 Crore
Monarch Wealth Creator Fund
Nirmal Bang Equity Multi Cap
Return for the risk
1 yr return
30%
35%
40%
10%
20%
30%
Volatility • 1 yr deviation
1 Month
2.85%
7.67%
6 Months
12.32%
25.93%
1 Year
—
35.92%
3 Years
—
—
5 Years
—
—
Since Inception
13.81%
23.98%
Fund Age
8 mo
2 yrs 10 mo
AUM
₹279.09 Cr
₹213.66 Cr
Alpha – 1 Year
—
31.20%
Alpha – 3 Years
—
—
Information Ratio – 3 Years
—
—
Volatility – 1 Year
—
22.87%
Volatility – 3 Years
—
—
Beta – 1 Year
—
1.05
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
—
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
L 35% · M 34% · S 23%
—
Number of Stocks
40
—
Portfolio P/E
19.53
—
Top 5 Holdings
Mazagon Dock Shipbuilders Ltd · 13.42%
Bank of Baroda · 7.93%
Cash & Cash Equivalent · 6.62%
NMDC Ltd · 5.37%
Adani Enterprises Ltd · 5.31%
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 · 24.00%
Capital Goods · 22.64%
Metals & Mining · 19.08%
—
Fixed Fee
1.00% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
10% of profit, above 10%
Exit Load (Y1 / Y2 / Y3)
0.5% / 0.5% / 0%
1% / 0% / 0%