Portfolio Management Services (PMS)Compare Schemes
Nuvama Equities eXpansion Target vs True-Equity Factor Quant
Add SchemeGrowth of ₹1 Crore
Nuvama Equities eXpansion Target
True-Equity Factor Quant
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%
1.09%
6 Months
19.15%
3.47%
1 Year
14.85%
−3.80%
3 Years
14.64%
11.26%
5 Years
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—
Since Inception
15.52%
13.40%
Fund Age
3 yrs 3 mo
3 yrs 11 mo
AUM
₹213.16 Cr
₹143.29 Cr
Alpha – 1 Year
10.13%
−6.78%
Alpha – 3 Years
2.55%
−0.63%
Information Ratio – 3 Years
0.17
-0.10
Volatility – 1 Year
28.62%
15.14%
Volatility – 3 Years
24.62%
16.91%
Beta – 1 Year
1.48
0.83
Beta – 3 Years
1.33
0.99
Sharpe Ratio – 1 Year
0.43
-0.54
Sharpe Ratio – 3 Years
0.46
0.40
Worst Rolling Year
12.87%
11.18%
Value at Worst Rolling Year
₹1.13 Cr
₹1.11 Cr
Deepest Drawdown
−26.40%
−27.14%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
15.08%
17.01%
5-Year Rolling Windows Positive
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Market-Cap Mix
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Number of Stocks
33
50
Portfolio P/E
—
—
Top 5 Holdings
—
Zydus Wellness Ltd · 1.95%
Alkyl Amines Chemicals Ltd · 1.90%
Gabriel India Ltd · 1.81%
FSN E-Commerce Ventures Ltd · 1.75%
AIA Engineering Ltd · 1.72%
Top Sectors
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Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
1% / 0% / 0%