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NAVBharat Investment Opportunities Fund vs Nuvama Flexicap Equity Fund

NAVBharat Investment Opportunities Fund

Nuvama Flexicap Equity Fund

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Growth of ₹1 Crore

NAVBharat Investment Opportunities Fund

Nuvama Flexicap Equity Fund

Return for the risk

1 yr return

15%

20%

25%

Nuvama Flexicap Equity Fund

20.1% • vol 25.9%

20%

30%

40%

Volatility • 1 yr deviation

1 Month

—

0.02%

6 Months

—

17.89%

1 Year

—

20.05%

3 Years

—

5 Years

—

Since Inception

—

14.93%

Fund Age

—

20 mo

AUM

—

₹182 Cr

Alpha – 1 Year

—

17.07%

Alpha – 3 Years

—

Information Ratio – 3 Years

—

Volatility – 1 Year

—

25.95%

Volatility – 3 Years

—

Beta – 1 Year

—

1.37

Beta – 3 Years

—

Sharpe Ratio – 1 Year

—

0.62

Sharpe Ratio – 3 Years

—

Worst Rolling Year

—

Value at Worst Rolling Year

—

Deepest Drawdown

—

−11.75%

Recovery Period

—

Not yet recovered

1-Year Rolling Windows Positive

—

Median Rolling Year

—

5-Year Rolling Windows Positive

—

Market-Cap Mix

—

Number of Stocks

—

Portfolio P/E

—

Top 5 Holdings

—

Top Sectors

—

Fixed Fee

—

2.50% / yr

Performance Fee / Plan

—

Fixed Plan

Exit Load (Y1 / Y2 / Y3)

—

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