Portfolio Management Services (PMS)Compare Schemes
Nirmal Bang Equity Multi Cap vs TCG Transformative Growth Portfolio
Add SchemeGrowth of ₹1 Crore
Nirmal Bang Equity Multi Cap
TCG Transformative Growth Portfolio
Return for the risk
1 yr return
0%
5%
10%
15%
20%
25%
30%
35%
40%
Nifty 500 · 4.7%
10%
20%
30%
40%
Volatility • 1 yr deviation
1 Month
7.67%
2.52%
6 Months
25.93%
12.02%
1 Year
35.92%
4.98%
3 Years
—
—
5 Years
—
—
Since Inception
23.98%
2.03%
Fund Age
2 yrs 10 mo
1 yr 10 mo
AUM
₹213.66 Cr
₹167.29 Cr
Alpha – 1 Year
31.20%
0.26%
Alpha – 3 Years
—
—
Information Ratio – 3 Years
—
—
Volatility – 1 Year
22.87%
26.96%
Volatility – 3 Years
—
—
Beta – 1 Year
1.05
1.44
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
1.23
0.10
Sharpe Ratio – 3 Years
—
—
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
−11.95%
−22.46%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
—
Median Rolling Year
—
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
—
M 5% · S 94%
Number of Stocks
—
20
Portfolio P/E
—
37.20
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%
Equitas Small Finance Bank Ltd · 8.70%
ZF Commercial Vehicle Control System India Ltd · 7.59%
Intellect Design Arena Ltd · 6.10%
D B Corp Ltd · 6.08%
Shivalik Bimetal Controls Ltd · 5.83%
Top Sectors
—
Financial Services · 20.78%
Capital Goods · 20.46%
Automobile and Auto Components · 18.36%
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%
2.5% / 1.5% / 0%