Portfolio Management Services (PMS)Compare Schemes
Nirmal Bang Equity Multi Cap vs SageOne Large and Midcap Portfolio
Add SchemeGrowth of ₹1 Crore
Nirmal Bang Equity Multi Cap
SageOne Large and Midcap Portfolio
Return for the risk
3 yrs return
15%
20%
25%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
7.67%
2.20%
6 Months
25.93%
6.00%
1 Year
35.92%
4.90%
3 Years
—
18.50%
5 Years
—
—
Since Inception
23.98%
16.60%
Fund Age
2 yrs 10 mo
3 yrs
AUM
₹213.66 Cr
₹209.72 Cr
Alpha – 1 Year
31.20%
0.20%
Alpha – 3 Years
—
6.40%
Information Ratio – 3 Years
—
1.16
Volatility – 1 Year
22.87%
19.79%
Volatility – 3 Years
—
17.07%
Beta – 1 Year
1.05
1.06
Beta – 3 Years
—
1.05
Sharpe Ratio – 1 Year
1.23
0.07
Sharpe Ratio – 3 Years
—
0.81
Worst Rolling Year
—
18.52%
Value at Worst Rolling Year
—
₹1.19 Cr
Deepest Drawdown
−11.95%
−19.68%
Recovery Period
Not yet recovered
230 days
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
18.77%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
—
L 67% · M 33%
Number of Stocks
—
24
Portfolio P/E
—
40.00
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%
Polycab India Ltd · 0.00%
Tube Investments of India Ltd · 0.00%
Trent Ltd · 0.00%
Eternal Ltd · 0.00%
Bajaj Finance Ltd · 0.00%
Top Sectors
—
Discretionary Consumption · 20.00%
BFSI Non Lending · 18.00%
Real Estate, Infrastructure, Goods & Building Material · 17.00%
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%