Portfolio Management Services (PMS)Compare Schemes
Nirmal Bang Equity Multi Cap vs Right Horizons - Supervalue Aggressive
Add SchemeGrowth of ₹1 Crore
Nirmal Bang Equity Multi Cap
Right Horizons - Supervalue Aggressive
Return for the risk
3 yrs return
10%
15%
20%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
7.67%
2.93%
6 Months
25.93%
19.55%
1 Year
35.92%
11.69%
3 Years
—
15.46%
5 Years
—
—
Since Inception
23.98%
23.05%
Fund Age
2 yrs 10 mo
3 yrs 4 mo
AUM
₹213.66 Cr
₹95.08 Cr
Alpha – 1 Year
31.20%
8.71%
Alpha – 3 Years
—
3.58%
Information Ratio – 3 Years
—
0.52
Volatility – 1 Year
22.87%
27.25%
Volatility – 3 Years
—
23.29%
Beta – 1 Year
1.05
1.44
Beta – 3 Years
—
1.22
Sharpe Ratio – 1 Year
1.23
0.33
Sharpe Ratio – 3 Years
—
0.66
Worst Rolling Year
—
15.47%
Value at Worst Rolling Year
—
₹1.15 Cr
Deepest Drawdown
−11.95%
−32.01%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
17.67%
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%
Sky Gold & Diamonds Ltd · 9.78%
Nuvama Wealth Management Ltd · 7.04%
KEI Industries Ltd · 5.98%
Yatharth Hospital & Trauma Care Services Ltd · 5.73%
V2 Retail Ltd · 5.11%
Top Sectors
—
—
Fixed Fee
2.00% / yr
1.00% / yr
Performance Fee / Plan
10% of profit, above 10%
20% of profit, above 8%
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
3% / 2% / 1%