Portfolio Management Services (PMS)Compare Schemes
Nirmal Bang Equity Multi Cap vs Omni Industry Inc
Add SchemeGrowth of ₹1 Crore
Nirmal Bang Equity Multi Cap
Omni Industry Inc
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
7.67%
−3.74%
6 Months
25.93%
−0.18%
1 Year
35.92%
—
3 Years
—
—
5 Years
—
—
Since Inception
23.98%
−10.73%
Fund Age
2 yrs 10 mo
8 mo
AUM
₹213.66 Cr
₹1.04 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 31% · M 12% · S 57%
Number of Stocks
—
16
Portfolio P/E
—
17.29
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%
Axis Bank Ltd · 7.00%
State Bank of India · 7.00%
REC Ltd · 7.00%
Bharat Heavy Electricals Ltd · 6.00%
Kalpataru Projects International Ltd · 6.00%
Top Sectors
—
Construction · 50.25%
Capital Goods · 23.50%
Financial Services · 21.00%
Fixed Fee
2.00% / yr
2.50% / yr
Performance Fee / Plan
10% of profit, above 10%
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
3% / 2% / 1%