Portfolio Management Services (PMS)Compare Schemes
Nuvama Equities eXpansion Target vs Sincere - Fixed Income plus Fund
Add SchemeGrowth of ₹1 Crore
Nuvama Equities eXpansion Target
Sincere - Fixed Income plus Fund
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
Nifty 500 · 12.1%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.94%
2.31%
6 Months
19.15%
2.53%
1 Year
14.85%
6.47%
3 Years
14.64%
7.48%
5 Years
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—
Since Inception
15.52%
8.12%
Fund Age
3 yrs 3 mo
3 yrs 3 mo
AUM
₹213.16 Cr
₹32.76 Cr
Alpha – 1 Year
10.13%
−0.39%
Alpha – 3 Years
2.55%
−3.56%
Information Ratio – 3 Years
0.17
-0.35
Volatility – 1 Year
28.62%
5.60%
Volatility – 3 Years
24.62%
5.15%
Beta – 1 Year
1.48
0.43
Beta – 3 Years
1.33
0.49
Sharpe Ratio – 1 Year
0.43
0.22
Sharpe Ratio – 3 Years
0.46
0.41
Worst Rolling Year
12.87%
6.82%
Value at Worst Rolling Year
₹1.13 Cr
₹1.07 Cr
Deepest Drawdown
−26.40%
−8.35%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
15.08%
7.67%
5-Year Rolling Windows Positive
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Market-Cap Mix
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—
Number of Stocks
33
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Portfolio P/E
—
—
Top 5 Holdings
—
—
Top Sectors
—
—
Fixed Fee
2.50% / yr
1.75% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
3% / 2% / 1%