Portfolio Management Services (PMS)Compare Schemes
Nirmal Bang Equity Multi Cap vs SBI AEON ALPHA PMS
Add SchemeGrowth of ₹1 Crore
Nirmal Bang Equity Multi Cap
SBI AEON ALPHA PMS
Return for the risk
3 yrs return
10%
15%
20%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
7.67%
0.41%
6 Months
25.93%
20.81%
1 Year
35.92%
15.63%
3 Years
—
13.76%
5 Years
—
—
Since Inception
23.98%
14.77%
Fund Age
2 yrs 10 mo
4 yrs 6 mo
AUM
₹213.66 Cr
₹751.68 Cr
Alpha – 1 Year
31.20%
16.06%
Alpha – 3 Years
—
5.19%
Information Ratio – 3 Years
—
0.25
Volatility – 1 Year
22.87%
18.90%
Volatility – 3 Years
—
16.75%
Beta – 1 Year
1.05
0.89
Beta – 3 Years
—
0.79
Sharpe Ratio – 1 Year
1.23
0.57
Sharpe Ratio – 3 Years
—
0.53
Worst Rolling Year
—
13.60%
Value at Worst Rolling Year
—
₹1.14 Cr
Deepest Drawdown
−11.95%
−21.60%
Recovery Period
Not yet recovered
476 days
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
15.94%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
—
L 16% · M 11% · S 70%
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%
Kernex Microsystems (India) Ltd · 6.78%
Aequs Ltd · 6.66%
Aether Industries Ltd · 6.44%
Stylam Industries Ltd · 6.38%
Goodluck India Ltd · 5.89%
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%
1% / 0% / 0%