Portfolio Management Services (PMS)Compare Schemes
Nirmal Bang Equity Multi Cap vs Sincere - Metamorphosis Fund
Add SchemeGrowth of ₹1 Crore
Nirmal Bang Equity Multi Cap
Sincere - Metamorphosis Fund
Return for the risk
3 yrs return
5%
10%
15%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
7.67%
7.54%
6 Months
25.93%
15.73%
1 Year
35.92%
16.44%
3 Years
—
11.28%
5 Years
—
—
Since Inception
23.98%
12.80%
Fund Age
2 yrs 10 mo
3 yrs 3 mo
AUM
₹213.66 Cr
₹337.26 Cr
Alpha – 1 Year
31.20%
11.72%
Alpha – 3 Years
—
−0.81%
Information Ratio – 3 Years
—
-0.07
Volatility – 1 Year
22.87%
22.40%
Volatility – 3 Years
—
20.08%
Beta – 1 Year
1.05
1.19
Beta – 3 Years
—
1.11
Sharpe Ratio – 1 Year
1.23
0.55
Sharpe Ratio – 3 Years
—
0.37
Worst Rolling Year
—
9.11%
Value at Worst Rolling Year
—
₹1.09 Cr
Deepest Drawdown
−11.95%
−28.19%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
10.48%
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%
—
Top Sectors
—
—
Fixed Fee
2.00% / yr
2.25% / yr
Performance Fee / Plan
10% of profit, above 10%
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
3% / 2% / 1%