Portfolio Management Services (PMS)Compare Schemes
Nuvama Equities eXpansion Target vs Vallum India Discovery
Add SchemeGrowth of ₹1 Crore
Nuvama Equities eXpansion Target
Vallum India Discovery
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%
8.27%
6 Months
19.15%
25.28%
1 Year
14.85%
14.17%
3 Years
14.64%
11.84%
5 Years
—
13.19%
Since Inception
15.52%
20.72%
Fund Age
3 yrs 3 mo
5 yrs 11 mo
AUM
₹213.16 Cr
₹1,246.45 Cr
Alpha – 1 Year
10.13%
9.45%
Alpha – 3 Years
2.55%
−0.25%
Information Ratio – 3 Years
0.17
0.04
Volatility – 1 Year
28.62%
23.38%
Volatility – 3 Years
24.62%
20.74%
Beta – 1 Year
1.48
1.12
Beta – 3 Years
1.33
1.17
Sharpe Ratio – 1 Year
0.43
0.45
Sharpe Ratio – 3 Years
0.46
0.42
Worst Rolling Year
12.87%
8.63%
Value at Worst Rolling Year
₹1.13 Cr
₹1.09 Cr
Deepest Drawdown
−26.40%
−32.42%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
15.08%
19.18%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
—
—
Number of Stocks
33
—
Portfolio P/E
—
—
Top 5 Holdings
—
—
Top Sectors
—
—
Fixed Fee
2.50% / yr
1.25% / yr
Performance Fee / Plan
Fixed Plan
15% of profit, above 10%
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
1% / 0.5% / 0%