Portfolio Management Services (PMS)Compare Schemes
Nuvama Equities eXpansion Target vs SageOne - Core Portfolio
Add SchemeGrowth of ₹1 Crore
Nuvama Equities eXpansion Target
SageOne - Core Portfolio
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
35%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.94%
11.42%
6 Months
19.15%
35.03%
1 Year
14.85%
37.21%
3 Years
14.64%
27.05%
5 Years
—
21.76%
Since Inception
15.52%
19.33%
Fund Age
3 yrs 3 mo
6 yrs 10 mo
AUM
₹213.16 Cr
₹2,975 Cr
Alpha – 1 Year
10.13%
23.77%
Alpha – 3 Years
2.55%
6.78%
Information Ratio – 3 Years
0.17
5.24
Volatility – 1 Year
28.62%
18.59%
Volatility – 3 Years
24.62%
19.39%
Beta – 1 Year
1.48
1.23
Beta – 3 Years
1.33
1.12
Sharpe Ratio – 1 Year
0.43
1.44
Sharpe Ratio – 3 Years
0.46
0.98
Worst Rolling Year
12.87%
-6.18%
Value at Worst Rolling Year
₹1.13 Cr
₹0.94 Cr
Deepest Drawdown
−26.40%
—
Recovery Period
Not yet recovered
—
1-Year Rolling Windows Positive
100.00%
92.59%
Median Rolling Year
15.08%
23.96%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
—
—
Number of Stocks
33
14
Portfolio P/E
—
25.70
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%
3% / 2% / 1%