Portfolio Management Services (PMS)Compare Schemes
Nuvama Equities eXpansion Target vs Vallum Multi Activa Strategy
Add SchemeGrowth of ₹1 Crore
Nuvama Equities eXpansion Target
Vallum Multi Activa Strategy
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%
1.82%
6 Months
19.15%
3.61%
1 Year
14.85%
28.29%
3 Years
14.64%
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5 Years
—
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Since Inception
15.52%
23.99%
Fund Age
3 yrs 3 mo
19 mo
AUM
₹213.16 Cr
₹14.97 Cr
Alpha – 1 Year
10.13%
20.75%
Alpha – 3 Years
2.55%
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Information Ratio – 3 Years
0.17
—
Volatility – 1 Year
28.62%
13.84%
Volatility – 3 Years
24.62%
—
Beta – 1 Year
1.48
0.77
Beta – 3 Years
1.33
—
Sharpe Ratio – 1 Year
0.43
1.50
Sharpe Ratio – 3 Years
0.46
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Worst Rolling Year
12.87%
—
Value at Worst Rolling Year
₹1.13 Cr
—
Deepest Drawdown
−26.40%
−7.02%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
15.08%
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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
—
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Top 5 Holdings
—
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Top Sectors
—
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Fixed Fee
2.50% / yr
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Performance Fee / Plan
Fixed Plan
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Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
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