Portfolio Management Services (PMS)Compare Schemes
Nuvama Equities eXpansion Target vs SageOne - Smallcap Portfolio
Add SchemeGrowth of ₹1 Crore
Nuvama Equities eXpansion Target
SageOne - Smallcap Portfolio
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%
0.91%
6 Months
19.15%
22.17%
1 Year
14.85%
13.49%
3 Years
14.64%
12.21%
5 Years
—
11.23%
Since Inception
15.52%
22.14%
Fund Age
3 yrs 3 mo
7 yrs 4 mo
AUM
₹213.16 Cr
₹1,280.4 Cr
Alpha – 1 Year
10.13%
8.77%
Alpha – 3 Years
2.55%
0.12%
Information Ratio – 3 Years
0.17
0.01
Volatility – 1 Year
28.62%
24.60%
Volatility – 3 Years
24.62%
22.41%
Beta – 1 Year
1.48
1.20
Beta – 3 Years
1.33
1.15
Sharpe Ratio – 1 Year
0.43
0.41
Sharpe Ratio – 3 Years
0.46
0.39
Worst Rolling Year
12.87%
4.49%
Value at Worst Rolling Year
₹1.13 Cr
₹1.04 Cr
Deepest Drawdown
−26.40%
−26.42%
Recovery Period
Not yet recovered
479 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
15.08%
19.05%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
—
S 100%
Number of Stocks
33
18
Portfolio P/E
—
34.80
Top 5 Holdings
—
SG Mart Ltd · 0.00%
EFC (I) Ltd · 0.00%
Goodluck India Ltd · 0.00%
Acutaas Chemicals Ltd · 0.00%
SG Finserve Ltd · 0.00%
Top Sectors
—
Building Materials · 27.00%
Finance · 14.00%
Managed Spaces · 13.00%
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%