Portfolio Management Services (PMS)Compare Schemes
Nuvama Equities eXpansion Target vs Pace - Flexi
Add SchemeGrowth of ₹1 Crore
Nuvama Equities eXpansion Target
Pace - Flexi
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 12.1%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.94%
0.57%
6 Months
19.15%
3.80%
1 Year
14.85%
20.95%
3 Years
14.64%
16.43%
5 Years
—
15.76%
Since Inception
15.52%
14.79%
Fund Age
3 yrs 3 mo
5 yrs 8 mo
AUM
₹213.16 Cr
₹116.87 Cr
Alpha – 1 Year
10.13%
13.41%
Alpha – 3 Years
2.55%
5.18%
Information Ratio – 3 Years
0.17
0.32
Volatility – 1 Year
28.62%
9.08%
Volatility – 3 Years
24.62%
12.28%
Beta – 1 Year
1.48
0.54
Beta – 3 Years
1.33
0.90
Sharpe Ratio – 1 Year
0.43
1.56
Sharpe Ratio – 3 Years
0.46
0.88
Worst Rolling Year
12.87%
10.68%
Value at Worst Rolling Year
₹1.13 Cr
₹1.11 Cr
Deepest Drawdown
−26.40%
−18.39%
Recovery Period
Not yet recovered
200 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
15.08%
16.68%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
—
—
Number of Stocks
33
—
Portfolio P/E
—
—
Top 5 Holdings
—
—
Top Sectors
—
—
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
2% / 0% / 0%