Portfolio Management Services (PMS)Compare Schemes
Master Trust India Growth Strategy vs Nuvama Equities eXpansion Target
Add SchemeGrowth of ₹1 Crore
Master Trust India Growth Strategy
Nuvama Equities eXpansion Target
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
5.45%
2.94%
6 Months
16.85%
19.15%
1 Year
9.30%
14.85%
3 Years
14.05%
14.64%
5 Years
14.30%
—
Since Inception
24.29%
15.52%
Fund Age
14 yrs 10 mo
3 yrs 3 mo
AUM
₹372.24 Cr
₹213.16 Cr
Alpha – 1 Year
4.58%
10.13%
Alpha – 3 Years
1.97%
2.55%
Information Ratio – 3 Years
0.33
0.17
Volatility – 1 Year
21.18%
28.62%
Volatility – 3 Years
20.18%
24.62%
Beta – 1 Year
1.04
1.48
Beta – 3 Years
1.12
1.33
Sharpe Ratio – 1 Year
0.27
0.43
Sharpe Ratio – 3 Years
0.49
0.46
Worst Rolling Year
-10.46%
12.87%
Value at Worst Rolling Year
₹0.90 Cr
₹1.13 Cr
Deepest Drawdown
−23.77%
−26.40%
Recovery Period
99 days
Not yet recovered
1-Year Rolling Windows Positive
93.61%
100.00%
Median Rolling Year
27.35%
15.08%
5-Year Rolling Windows Positive
100.00%
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Market-Cap Mix
—
—
Number of Stocks
—
33
Portfolio P/E
—
—
Top 5 Holdings
Antelopus Selan Energy Ltd
Landmark Cars Ltd
Shilpa Medicare Ltd
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Top Sectors
—
—
Fixed Fee
1.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1.5% / 0.5%
2% / 1% / 0%