AIF · Equity · CAT III - LONG ONLY - SMALL CAP
NEXUS EQUITY GROWTH FUND SCH 1
Fund size₹332 Cr
IRRSince inception28.53%
1Y return17.77%
Fund age19 mo
Fund Managers
Manthan Jhaveri
Manthan Jhaveri
Fund Manager, AIF, NEXUS EQUITY GROWTH FUND
Manthan Jhaveri-A Chartered Accountant (CA) and CFA Level 2 cleared, Manthan brings deep expertise in capital markets and portfolio management. With a solid background in research and institutional equities at leading financial institutions, Manthan is dedicated to delivering superior risk-adjusted returns for clients through a disciplined, research-driven investment process. His approach integrates advanced analytical techniques and a deep understanding of market dynamics to craft tailored investment strategies. Known for his strategic insight and commitment to excellence, Manthan excels in navigating complex financial landscapes and achieving optimal outcomes for investors.
Managing AUM₹332 Cr
Kushal Shah
Kushal Shah
Fund Manager, AIF, NEXUS EQUITY GROWTH FUND
Kushal Shah-A Chartered Accountant (CA) with extensive experience in market research, financial modeling, and corporate finance, Kushal brings a wealth of knowledge to the table. His work with leading corporates and rating agencies has endowed him with a profound understanding of capital markets. Kushal adeptly manages a diversified portfolio of equities, leveraging his expertise to adapt strategies in response to evolving market conditions. Known for his analytical rigor and strategic acumen, Kushal focuses on optimizing investment performance and ensuring portfolio resilience. He remains committed to driving sustainable growth for clients while actively seeking new opportunities to enhance returns.
Managing AUM₹332 Cr
Growth of₹Cr
NEXUS EQUITY GROWTH FUND SCH 1
Returns: How it has done
Scheme / BenchmarkYTD1Y2Y3Y5YSince inception
NEXUS EQUITY GROWTH FUND SCH 116.19%17.77%———28.53%
Nifty 500−1.07%4.52%———−0.29%
Excess over benchmark17.26%13.25%———28.82%
Returns up to one year are absolute; two years and above are annualised (CAGR). YTD is calendar-year-to-date. As on 31 Jul 2026.
Risk : What you take on to earn the return
Volatility
23.73%
Benchmark approx 21.88%
A standard deviation reflecting historical swings.
Sensitivity
0.97
Beta vs benchmark 1.00 · 3% less reactive
How strongly the scheme moves with the index.
Risk-reward
0.57
Sharpe
Excess return gained per unit of volatility.
How far below its previous high it fell
Over the trailing 1Y window the scheme fell −13.24%, and recovered on 30 Apr 2026.
Max drawdowns
−13.24%
Scheme Drawdown Trajectory
Drawdown analysisPeakTroughDepthFell overRecoveredRecovery took
Scheme––−13.24%–30 Apr 2026–
Benchmark31 Jul 202530 Mar 2026−14.69%242 days––
Scheme
Peak–
Trough–
Depth−13.24%
Fell over–
Recovered30 Apr 2026
Recovery took–
Benchmark
Peak31 Jul 2025
Trough30 Mar 2026
Depth−14.69%
Fell over242 days
Recovered–
Recovery took–
The benchmark's peak, trough and recovery are read off its month-end curve; the scheme's row is measured on daily NAV. · Risk and drawdown use a trailing 1Y window · As on 31 Jul 2026
Portfolio Details : Where the money actually sits
Stocks
50
P/E ratio
28.50
P/B ratio
3.12
Dividend yield
0.27%
Avg market cap
₹3,837 Cr
Median market cap
₹1,459 Cr
Asset class
Equity
Market cap
Large cap
Mid cap
Small cap60.69%
Cash & others
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