Portfolio Management Services (PMS)Compare Schemes
Nuvama Equities eXpansion Target vs Valtrust equity funds
Add SchemeGrowth of ₹1 Crore
Nuvama Equities eXpansion Target
Valtrust equity funds
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.94%
2.45%
6 Months
19.15%
9.02%
1 Year
14.85%
18.15%
3 Years
14.64%
18.72%
5 Years
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Since Inception
15.52%
22.94%
Fund Age
3 yrs 3 mo
3 yrs 5 mo
AUM
₹213.16 Cr
₹3.73 Cr
Alpha – 1 Year
10.13%
13.43%
Alpha – 3 Years
2.55%
6.63%
Information Ratio – 3 Years
0.17
1.00
Volatility – 1 Year
28.62%
14.44%
Volatility – 3 Years
24.62%
12.28%
Beta – 1 Year
1.48
0.74
Beta – 3 Years
1.33
0.73
Sharpe Ratio – 1 Year
0.43
0.86
Sharpe Ratio – 3 Years
0.46
1.04
Worst Rolling Year
12.87%
18.23%
Value at Worst Rolling Year
₹1.13 Cr
₹1.18 Cr
Deepest Drawdown
−26.40%
−12.58%
Recovery Period
Not yet recovered
245 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
15.08%
20.00%
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
1.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
0% / 0% / 0%