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Equity Multi Cap
Equity Multi Cap

Equity Multi Cap

  • Nirmal Bang Securities Pvt Ltd
  • Multi Cap AND Flexi Cap
  • 174
    Out of 235*
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Portfolio age1 year, 1 month
2.07%
4.27%
Hurdle Rate**10%
Fixed feeNo Option
Min. Investment₹50 Lacs
*Ranking of the scheme in the peer group is based on its return for the longest period available
**Minimum return that a PMS scheme must generate before an investor starts paying performance fees

bt_logoTRAILING PERFORMANCE

(As on 31/10/2025)
Compare the performance of the PMS scheme against benchmark across different time periods.

bt_logoPERFORMANCE

Calendar YearFinancial Year
No Data Available

bt_logoDETAILED PORTFOLIO

EQUITY (Undisclosed)
Allocation by Market Cap
Undisclosed
Sector Holdings
Undisclosed
Stock Holdings
Undisclosed

bt_logoPORTFOLIO MANAGERS

Manish Ostwal
  • Manager Rank Out of 168
    i
    Rank is based on 3-year return
  • Schemes Managed1
  • Total AUM164.82
  • Highest Return In 1 Yr-3.8%
Profile

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.

Other Schemes
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Equity Multi Cap
AUM (₹ Cr)
₹164.82 Cr
Hurdle Rate
10%
Benchmark
S&P BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
210 Out of 251
Fixed Fee
No Option
Scheme Return
2.07%
Benchmark Return
4.27%
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

bt_logoFUND SUMMARY

AUM (₹ Cr)
164.82
(As on Oct, 2025)
Inception Date
Oct 30, 2024
Min. Investment
₹50 Lacs
SIP Option
Not Available
STP Option
Not Available
Exit Load
Exit load is 1.00% if redeemed in 0-1 year, 0% thereafter.
Reporting Structure
TWRR Pooled
i
Time Weighted Rate of Return

bt_logoFEE STRUCTURE

Fixed Fee
No Option
Variable Fee
2.00%
Hurdle Rate
10%
Profit Sharing
10% Profit sharing above 10% hurdle
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bt_logoINVESTMENT PHILOSOPHY

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.

Investment Approach

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

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bt_logoPEER ANALYSIS

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Equity Multi Cap
AUM (₹ Cr)
₹164.82 Cr
Hurdle Rate
10%
Benchmark
S&P BSE 500 TRI
Category Rank
210 Out of 251
Fixed Fee
No Option
Scheme Return
2.07%
Benchmark Return
4.27%
InCred - Multicap Portfolio
AUM (₹ Cr)
UNDISC.
Hurdle Rate
8.00% or 0%
Benchmark
S&P BSE 500 TRI
Category Rank
1 Out of 251
Fixed Fee
2.50%
Scheme Return
9.09%
Benchmark Return
4.27%
Agreya - Total Return Enhancer
AUM (₹ Cr)
UNDISC.
Hurdle Rate
12%
Benchmark
S&P BSE 500 TRI
Category Rank
2 Out of 251
Fixed Fee
2.50%
Scheme Return
7.85%
Benchmark Return
4.27%
Fident All-Season India Resurgent portfolio
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10%
Benchmark
S&P BSE 500 TRI
Category Rank
3 Out of 251
Fixed Fee
2.00%
Scheme Return
7.7%
Benchmark Return
4.3%
Agreya - Total Return
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10.00%
Benchmark
S&P BSE 500 TRI
Category Rank
4 Out of 251
Fixed Fee
2.50%
Scheme Return
7.35%
Benchmark Return
4.27%
White Pine India Emerging Stars
AUM (₹ Cr)
₹405.16 Cr
Hurdle Rate
No Option
Benchmark
MSEI SX 40 TRI
Category Rank
5 Out of 251
Fixed Fee
No Option
Scheme Return
7.35%
Benchmark Return
4.09%
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

bt_logoABOUT AMC

Nirmal Bang Securities Pvt Ltd
Nirmal Bang Securities Pvt Ltd manages assets worth Rs 164.82 crores. Its current offering of PMS schemes includes 1 Multi Cap And Flexi Cap scheme.

AUM (₹ cr)

164.82 (As on Oct, 2025)

Number of Schemes

1
Schemes From This AMC
  • table
  • Grid
Compare
Equity Multi Cap
AUM (₹ Cr)
₹164.82 Cr
Hurdle Rate
10%
Benchmark
S&P BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
210 Out of 251
Fixed Fee
No Option
Scheme Return
2.07%
Benchmark Return
4.27%
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

bt_logoFAQ's

What is the hurdle rate of Equity Multi Cap?
The hurdle rate of Equity Multi Cap is 10%.
What is the fixed fee charged in Equity Multi Cap ?
The fixed fee charged in Equity Multi Cap is No Option.
What is the variable fee charged in Equity Multi Cap ?
The variable fee charged in Equity Multi Cap is 2.00%.
What is the profit sharing in Equity Multi Cap ?
The profit sharing in Equity Multi Cap is 10% Profit sharing above 10% hurdle.
What is the minimum investment in Equity Multi Cap ?
The minimum investment in Equity Multi Cap is ₹50 Lacs
What type of scheme is Equity Multi Cap?
Equity Multi Cap is an Equity scheme. It falls in the Multi Cap AND Flexi Cap category.
What is the inception date of Equity Multi Cap?
The inception date of Equity Multi Cap is Oct 30, 2024.
What is the exit load of Equity Multi Cap?
Exit load is 1.00% if redeemed in 0-1 year, 0% thereafter.

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