Portfolio Management Services (PMS)Compare Schemes
Nuvama Equities eXpansion Target vs Omni Super Debt
Add SchemeGrowth of ₹1 Crore
Nuvama Equities eXpansion Target
Omni Super Debt
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%
2.38%
6 Months
19.15%
6.85%
1 Year
14.85%
—
3 Years
14.64%
—
5 Years
—
—
Since Inception
15.52%
4.44%
Fund Age
3 yrs 3 mo
8 mo
AUM
₹213.16 Cr
₹0.03 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
—
—
Number of Stocks
33
4
Portfolio P/E
—
46.60
Top 5 Holdings
—
Powergrid Infrastructure Investment Trust · 25.00%
LIC MF Nifty 8-13 yr G-Sec ETF · 25.00%
BHARAT Bond ETF - April 2033 · 25.00%
Nippon India ETF Nifty 8-13 yr G-Sec Long Term Gilt · 25.00%
Top Sectors
—
Government · 42.79%
Power · 28.89%
Financial Services · 13.83%
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%