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Equity Multi Cap

Nirmal Bang Securities Pvt Ltd
PMS Multi Cap & Flexi Cap
Benchmark
S&P BSE 500 TRI
Inception Date
30 October 2023
Min. Investment
₹50,00,000
AUM (Cr.)
₹163.82
SIP Available
No
STP Available
No

Investment Strategy

Investment Approach

To invest in high growth quality businesses at reasonable price with long-term view and market agile investment decision making.

Investment Objective

The general objective is to formulate the investment philosophy to achieve long-term capital appreciation by investing in assets, which generate reasonable returns and ensure liquidity.

Performance Returns

Returns as on 2025-12-31

Trailing Returns

Period Strategy Benchmark Outperformance
1 MONTH 1.02% -0.24% 1.26%
3 MONTHS 2.05% 5.02% -2.97%
6 MONTHS -2.83% 1.63% -4.46%
1 YEAR 0.28% 7.63% -7.35%
2 YEAR 9.08% 11.64% -2.56%
SINCE INCEPTION 16.04% 18.44% -2.40%

Calendar Year Performance

Year Return
CY 2025 0.28%
CY 2024 18.67%

Financial Year Performance

Year Return
FY 26_YTD 14.40%
FY 25 -0.35%

Past performance is not indicative of future results. Returns are subject to market risks.

Fund Managers

Manish Ostwal

Fund Manager

Mr. Manish Ostwal is a Chartered Accountant with 20+ years of experience in the Indian Financial Markets. He joined Nirmal Bang as an investment analyst and advisor to the proprietary account holders, progressively advancing to his current role as Fund Manager for Nirmal Bang PMS, leveraging his extensive experience and knowledge. Mr. Ostwal emphasizes on wealth creation through strong business models, competitive advantages, efficient capital allocation, and sound corporate governance. Having a 20 years of experience in the field of investment management, he has a considerable understanding of global businesses and stock picking is his forte. His investment philosophy centers on acquiring quality businesses demonstrating superior growth potential at reasonable valuations.

Portfolio Details

Portfolio Composition

Large Cap
0%
Mid Cap
0%
Small Cap
0%
Cash & Equivalent
0%

Top 5 Holdings

  • Undisclosed N/A
  • Undisclosed N/A
  • Undisclosed N/A
  • Undisclosed N/A
  • Undisclosed N/A

Top 5 Sectors

  • Undisclosed N/A
  • Undisclosed N/A
  • Undisclosed N/A
  • Undisclosed N/A
  • Undisclosed N/A

Portfolio Characteristics

total number of stocks
N/A
top 5 stocks percent
N/A
top 5 sectors percent
N/A
average market cap
N/A
portfolio age
2 Yrs, 2 Months
sip
Not Available
stp
Not Available

Fee Structure

Variable Fee

AMC: 2%

Hurdle: 10%

Profit Sharing: 10%

Exit Load

Year 1: 1%

Year 2: 0%

Year 3: 0%

Disclaimer

* Returns are as on31st December 2025 , * Returns over a 1 year period are annualized * Returns are calculated using the Time Weighted Rate of Return (TWRR) method and as provided by the respective AMCs. *ND (No Data) , * NA(Not Applicable) * Returns of the respective Benchmark Indices used are tabulated above. Benchmark(s) given are as per SEBI circular no. SEBI/HO/IMD/IMD-PoD-2/P/CIR/2022/172 dated December 16, 2022 and the APMI circular no. APMI/2022-23/02 dated 23rd March,2023 and Revised Annexure-1

This profile is provided for general informational purposes only and is based on publicly available information. While reasonable care is taken, the content may not always reflect the latest updates.

Nothing on this page constitutes investment, financial, or legal advice. Investment decisions should be made after consulting a qualified advisor and reviewing official scheme documents.

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Last Updated: January 2026 · Published by Affluense AI (affluense.ai)

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