Portfolio Management Services (PMS)Compare Schemes
Nuvama Equities eXpansion Target vs Omni Capital Creators
Add SchemeGrowth of ₹1 Crore
Nuvama Equities eXpansion Target
Omni Capital Creators
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.94%
−2.47%
6 Months
19.15%
−1.56%
1 Year
14.85%
—
3 Years
14.64%
—
5 Years
—
—
Since Inception
15.52%
−2.89%
Fund Age
3 yrs 3 mo
8 mo
AUM
₹213.16 Cr
₹2.38 Cr
Alpha – 1 Year
10.13%
—
Alpha – 3 Years
2.55%
—
Information Ratio – 3 Years
0.17
—
Volatility – 1 Year
28.62%
—
Volatility – 3 Years
24.62%
—
Beta – 1 Year
1.48
—
Beta – 3 Years
1.33
—
Sharpe Ratio – 1 Year
0.43
—
Sharpe Ratio – 3 Years
0.46
—
Worst Rolling Year
12.87%
—
Value at Worst Rolling Year
₹1.13 Cr
—
Deepest Drawdown
−26.40%
—
Recovery Period
Not yet recovered
—
1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
15.08%
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
—
L 46% · M 14% · S 41%
Number of Stocks
33
19
Portfolio P/E
—
7.75
Top 5 Holdings
—
Axis Bank Ltd · 6.00%
Union Bank of India · 5.00%
Can Fin Homes Ltd · 5.00%
REC Ltd · 5.00%
RBL Bank Ltd · 5.00%
Top Sectors
—
Financial Services · 92.50%
Power · 4.00%
Services · 3.50%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
3% / 2% / 1%