Portfolio Management Services (PMS)Compare Schemes
Nirmal Bang Equity Multi Cap vs ORO-Alpha Value
Add SchemeGrowth of ₹1 Crore
Nirmal Bang Equity Multi Cap
ORO-Alpha Value
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%
0.44%
6 Months
25.93%
5.47%
1 Year
35.92%
6.35%
3 Years
—
—
5 Years
—
—
Since Inception
23.98%
6.04%
Fund Age
2 yrs 10 mo
3 yrs 8 mo
AUM
₹213.66 Cr
₹1.28 Cr
Alpha – 1 Year
31.20%
3.37%
Alpha – 3 Years
—
—
Information Ratio – 3 Years
—
—
Volatility – 1 Year
22.87%
17.26%
Volatility – 3 Years
—
15.80%
Beta – 1 Year
1.05
0.95
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
1.23
0.12
Sharpe Ratio – 3 Years
—
0.10
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
−11.95%
−17.83%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
—
Median Rolling Year
—
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
—
L 42% · M 17% · S 27%
Number of Stocks
—
24
Portfolio P/E
—
39.38
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%
Mahindra & Mahindra Ltd · 6.79%
Nippon India ETF Gold BeES · 6.33%
Kotak Mahindra Bank Ltd · 5.84%
HCL Technologies Ltd · 5.43%
HDFC Bank Ltd · 4.99%
Top Sectors
—
Financial Services · 16.94%
Capital Goods · 13.40%
Healthcare · 11.01%
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%
0% / 0% / 0%