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Nirmal Bang Equity Multi Cap PMS Strategy focuses on identifying companies that benefit from structural shifts in the economy, aiming for long-term wealth creation.

The Nirmal Bang Equity Multi Cap PMS Investment Approach is based on investing in businesses moving from unorganized to organized sectors or gaining market leadership.

It falls under the MULTI CAP & FLEXI CAP investment category, offering diversified exposure. As of now, the strategy has a total AUM of an UnDisclosed Amount.

Over the last 1 year, it delivered a strong return of 11.90%, outperforming many peers. Its performance is benchmarked against the S&P BSE 500, ensuring broad market comparison.

Nirmal Bang Equity Multi Cap PMS Strategy or Investment Approach - PMS Details

Strategy Name

Equity Multi Cap

Start Date

30 October 2023

Category

MULTI CAP & FLEXI CAP

Benchmark

S&P BSE 500

AUM (Rs.)

Rs.143.54 Cr.

Min. Investment

Rs.50 Lakhs

Fund Manager

Mr Manish Ostwal

1 Yr. Return

11.90%

3 Yr. Return

NA

5 Yr. Return

NA

Nirmal Bang Equity Multi Cap Portfolio Management Strategy - Portfolio Characteristics

No. of Stocks

Not Disclosed

Top 5 Stocks%

27.92%

Top 5 Sectors%

75.88%

Portfolio Age

1 Yrs, 6 Months

SIP

NA

STP

NA

Average Market Cap

Not Disclosed

Nirmal Bang Equity Multi Cap PMS Strategy - Cost or Charges

Fixed Fees

2% of Fund Value

Variable AMC

No Variable AMC

Variable Profit Sharing

10% (Profit sharing above 10%)

Exit Load 1st Year

1.00%

Exit Load 2nd Year

0.00%

Exit Load 3rd Year

0.00%

Nirmal Bang Equity Multi Cap PMS Investment Approach - Portfolio Composition

Large Cap

18.70%

Mid Cap

10.94%

Small Cap

67.53%

Cash & Equivalent

2.83%

Check out Business Opportunities with Similar Brands

Nirmal Bang Equity Multi Cap Portfolio Strategy - Top 5 Sectors

Financial Services

15.09%

Services

4.90%

Healthcare

12.86%

Consumer Services

10.03%

Capital Goods

33.00%

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