Portfolio Management Services (PMS)Compare Schemes
Nirmal Bang Equity Multi Cap vs SageOne - Core Portfolio
Add SchemeGrowth of ₹1 Crore
Nirmal Bang Equity Multi Cap
SageOne - Core Portfolio
Return for the risk
3 yrs return
20%
25%
30%
35%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
7.67%
11.42%
6 Months
25.93%
35.03%
1 Year
35.92%
37.21%
3 Years
—
27.05%
5 Years
—
21.76%
Since Inception
23.98%
19.33%
Fund Age
2 yrs 10 mo
6 yrs 10 mo
AUM
₹213.66 Cr
₹2,975 Cr
Alpha – 1 Year
31.20%
23.77%
Alpha – 3 Years
—
6.78%
Information Ratio – 3 Years
—
5.24
Volatility – 1 Year
22.87%
18.59%
Volatility – 3 Years
—
19.39%
Beta – 1 Year
1.05
1.23
Beta – 3 Years
—
1.12
Sharpe Ratio – 1 Year
1.23
1.44
Sharpe Ratio – 3 Years
—
0.98
Worst Rolling Year
—
-6.18%
Value at Worst Rolling Year
—
₹0.94 Cr
Deepest Drawdown
−11.95%
—
Recovery Period
Not yet recovered
—
1-Year Rolling Windows Positive
—
92.59%
Median Rolling Year
—
23.96%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
—
—
Number of Stocks
—
14
Portfolio P/E
—
25.70
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
2.50% / yr
Performance Fee / Plan
10% of profit, above 10%
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
3% / 2% / 1%