Portfolio Management Services (PMS)Compare Schemes
Nuvama Equities eXpansion Target vs Sameeksha - Equity Fund
Add SchemeGrowth of ₹1 Crore
Nuvama Equities eXpansion Target
Sameeksha - Equity Fund
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%
−0.38%
6 Months
19.15%
11.48%
1 Year
14.85%
7.29%
3 Years
14.64%
16.29%
5 Years
—
16.45%
Since Inception
15.52%
20.67%
Fund Age
3 yrs 3 mo
10 yrs 4 mo
AUM
₹213.16 Cr
₹1,333.94 Cr
Alpha – 1 Year
10.13%
2.57%
Alpha – 3 Years
2.55%
4.20%
Information Ratio – 3 Years
0.17
0.52
Volatility – 1 Year
28.62%
21.33%
Volatility – 3 Years
24.62%
16.22%
Beta – 1 Year
1.48
1.18
Beta – 3 Years
1.33
0.93
Sharpe Ratio – 1 Year
0.43
0.18
Sharpe Ratio – 3 Years
0.46
0.69
Worst Rolling Year
12.87%
-0.52%
Value at Worst Rolling Year
₹1.13 Cr
₹0.99 Cr
Deepest Drawdown
−26.40%
−19.36%
Recovery Period
Not yet recovered
122 days
1-Year Rolling Windows Positive
100.00%
98.89%
Median Rolling Year
15.08%
25.38%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
—
—
Number of Stocks
33
50
Portfolio P/E
—
21.52
Top 5 Holdings
—
ICICI Bank Ltd · 8.99%
ITC Ltd · 7.25%
Muthoot Finance Ltd · 6.57%
Top Sectors
—
—
Fixed Fee
2.50% / yr
0.05% / yr
Performance Fee / Plan
Fixed Plan
0% of profit
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
3% / 0% / 0%