| Scheme / Benchmark | YTD | 1Y | 2Y | 3Y | 5Y | Since inception |
|---|---|---|---|---|---|---|
| Nuvama Equities eXpansion Target | 16.56% | 14.85% | 1.05% | 14.64% | — | 15.52% |
| Nifty 500 | −1.02% | 4.72% | −0.11% | 12.09% | — | 14.10% |
| Excess over benchmark | 17.58% | 10.13% | 1.16% | 2.55% | — | 1.42% |
| Drawdown analysis | Peak | Trough | Depth | Fell over | Recovered | Recovery took |
|---|---|---|---|---|---|---|
| Scheme | 30 Oct 2024 | 31 Mar 2026 | −26.40% | 517 days | – | – |
| Benchmark | 30 Aug 2024 | 28 Feb 2025 | −18.59% | 182 days | – | – |