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Nuvama Enhanced Dynamic Growth Equity [EDGE] Fund vs Pluswealth Assets LLP

Nuvama Enhanced Dynamic Growth Equity [EDGE] Fund

Pluswealth Assets LLP

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Growth of ₹1 Crore

Nuvama Enhanced Dynamic Growth Equity [EDGE] Fund

Pluswealth Assets LLP

Return for the risk

3 yrs return

10%

15%

20%

NIFTY 50 Total Return Index · 8.6%

Nuvama Enhanced Dynamic Growth Equity [EDGE] Fund

15.7% • vol 15%

Pluswealth Assets LLP

12.1% • vol 5.6%

10%

20%

30%

Volatility • 3 yrs deviation

1 Month

3.18%

0.86%

6 Months

1.31%

2.99%

1 Year

5.72%

7.80%

3 Years

15.69%

12.12%

5 Years

17.06%

—

Since Inception

18.15%

15.22%

Fund Age

5 yrs 3 mo

9 mo

AUM

₹1,828 Cr

—

Alpha – 1 Year

6.15%

6.65%

Alpha – 3 Years

7.12%

4.50%

Information Ratio – 3 Years

1.44

—

Volatility – 1 Year

18.93%

4.34%

Volatility – 3 Years

15.01%

5.62%

Beta – 1 Year

1.16

—

Beta – 3 Years

1.04

—

Sharpe Ratio – 1 Year

0.10

0.56

Sharpe Ratio – 3 Years

0.66

1.12

Worst Rolling Year

13.67%

—

Value at Worst Rolling Year

₹1.14 Cr

—

Deepest Drawdown

−16.27%

—

Recovery Period

Not yet recovered

—

1-Year Rolling Windows Positive

100.00%

—

Median Rolling Year

21.76%

—

5-Year Rolling Windows Positive

100.00%

—

Market-Cap Mix

—

Number of Stocks

—

Portfolio P/E

—

Top 5 Holdings

Reliance Industries Ltd · 9.70%

HDFC Bank Ltd · 9.00%

Indus Towers Ltd · 4.60%

ICICI Bank Ltd · 4.50%

Axis Bank Ltd · 4.30%

—

Top Sectors

—

Fixed Fee

2.25% / yr

—

Performance Fee / Plan

Fixed Plan

—

Exit Load (Y1 / Y2 / Y3)

—

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