Portfolio Management Services (PMS)Compare Schemes
Nirmal Bang Equity Multi Cap vs Ocean-Avendus Olivo Core Equity Portfolio
Add SchemeGrowth of ₹1 Crore
Nirmal Bang Equity Multi Cap
Ocean-Avendus Olivo Core Equity Portfolio
Return for the risk
3 yrs return
5%
10%
15%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
7.67%
0.17%
6 Months
25.93%
−0.88%
1 Year
35.92%
−2.91%
3 Years
—
9.00%
5 Years
—
9.07%
Since Inception
23.98%
14.52%
Fund Age
2 yrs 10 mo
6 yrs 2 mo
AUM
₹213.66 Cr
₹209.81 Cr
Alpha – 1 Year
31.20%
−7.63%
Alpha – 3 Years
—
−3.09%
Information Ratio – 3 Years
—
-0.39
Volatility – 1 Year
22.87%
14.71%
Volatility – 3 Years
—
15.04%
Beta – 1 Year
1.05
0.84
Beta – 3 Years
—
0.90
Sharpe Ratio – 1 Year
1.23
-0.49
Sharpe Ratio – 3 Years
—
0.35
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
—
—
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
2.00% / yr
2.00% / yr
Performance Fee / Plan
10% of profit, above 10%
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
0% / 0% / 0%