Portfolio Management Services (PMS)Compare Schemes
Nirmal Bang Equity Multi Cap vs Shriram Future GEMS
Add SchemeGrowth of ₹1 Crore
Nirmal Bang Equity Multi Cap
Shriram Future GEMS
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%
2.93%
6 Months
25.93%
1.59%
1 Year
35.92%
25.48%
3 Years
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—
5 Years
—
—
Since Inception
23.98%
30.29%
Fund Age
2 yrs 10 mo
18 mo
AUM
₹213.66 Cr
₹0.8 Cr
Alpha – 1 Year
31.20%
25.83%
Alpha – 3 Years
—
—
Information Ratio – 3 Years
—
—
Volatility – 1 Year
22.87%
16.88%
Volatility – 3 Years
—
—
Beta – 1 Year
1.05
0.86
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
1.23
1.13
Sharpe Ratio – 3 Years
—
—
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
−11.95%
−15.67%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
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—
Median Rolling Year
—
—
5-Year Rolling Windows Positive
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Market-Cap Mix
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Number of Stocks
—
—
Portfolio P/E
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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%
Bank of Maharashtra · 6.58%
CSB Bank Ltd · 6.35%
ASK Automotive Ltd · 5.98%
State Bank of India · 5.81%
Samvardhana Motherson International Ltd · 5.69%
Top Sectors
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Fixed Fee
2.00% / yr
—
Performance Fee / Plan
10% of profit, above 10%
—
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
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