Portfolio Management Services (PMS)Compare Schemes
Nuvama Equities eXpansion Target vs Valcreate Lifesciences and Specialty Opportunities
Add SchemeGrowth of ₹1 Crore
Nuvama Equities eXpansion Target
Valcreate Lifesciences and Specialty Opportunities
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.94%
6.35%
6 Months
19.15%
17.95%
1 Year
14.85%
21.71%
3 Years
14.64%
19.34%
5 Years
—
—
Since Inception
15.52%
19.34%
Fund Age
3 yrs 3 mo
3 yrs 6 mo
AUM
₹213.16 Cr
₹18.73 Cr
Alpha – 1 Year
10.13%
16.99%
Alpha – 3 Years
2.55%
7.25%
Information Ratio – 3 Years
0.17
0.85
Volatility – 1 Year
28.62%
22.22%
Volatility – 3 Years
24.62%
20.72%
Beta – 1 Year
1.48
0.87
Beta – 3 Years
1.33
0.89
Sharpe Ratio – 1 Year
0.43
0.75
Sharpe Ratio – 3 Years
0.46
0.85
Worst Rolling Year
12.87%
—
Value at Worst Rolling Year
₹1.13 Cr
—
Deepest Drawdown
−26.40%
—
Recovery Period
Not yet recovered
—
1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
15.08%
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
—
—
Number of Stocks
33
—
Portfolio P/E
—
—
Top 5 Holdings
—
Sharda Cropchem Ltd · 11.13%
Kwality Pharmaceuticals Ltd · 5.72%
Sumitomo Chemical India Ltd · 5.72%
Vinati Organics Ltd · 5.51%
Rallis India Ltd · 5.34%
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%
0% / 0% / 0%