Portfolio Management Services (PMS)Compare Schemes
Nuvama Equities eXpansion Target vs Omni Emperors
Add SchemeGrowth of ₹1 Crore
Nuvama Equities eXpansion Target
Omni Emperors
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%
−0.46%
6 Months
19.15%
−0.61%
1 Year
14.85%
—
3 Years
14.64%
—
5 Years
—
—
Since Inception
15.52%
1.14%
Fund Age
3 yrs 3 mo
8 mo
AUM
₹213.16 Cr
₹1.01 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 79% · M 21%
Number of Stocks
33
19
Portfolio P/E
—
8.70
Top 5 Holdings
—
ICICI Bank Ltd · 7.00%
Power Finance Corporation Ltd · 7.00%
Bharat Heavy Electricals Ltd · 7.00%
Axis Bank Ltd · 7.00%
Canara Bank · 7.00%
Top Sectors
—
Financial Services · 74.00%
Capital Goods · 12.00%
Construction · 7.00%
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%