Portfolio Management Services (PMS)Compare Schemes
Alphaa Better Risk Reward 30 stocks vs Nippon - Absolute Freedom - ABS
Add SchemeGrowth of ₹1 Crore
Alphaa Better Risk Reward 30 stocks
Nippon - Absolute Freedom - ABS
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
NIFTY 50 Total Return Index · 9%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−1.54%
5.68%
6 Months
−5.38%
10.98%
1 Year
−6.70%
10.72%
3 Years
7.98%
15.83%
5 Years
—
13.58%
Since Inception
7.98%
14.48%
Fund Age
2 yrs 11 mo
21 yrs 11 mo
AUM
₹7.31 Cr
₹8.51 Cr
Alpha – 1 Year
−6.35%
6.00%
Alpha – 3 Years
−1.02%
3.74%
Information Ratio – 3 Years
-0.08
0.71
Volatility – 1 Year
17.44%
16.38%
Volatility – 3 Years
15.65%
14.45%
Beta – 1 Year
1.08
0.87
Beta – 3 Years
—
0.89
Sharpe Ratio – 1 Year
-0.61
0.33
Sharpe Ratio – 3 Years
0.22
0.72
Worst Rolling Year
—
-12.28%
Value at Worst Rolling Year
—
₹0.88 Cr
Deepest Drawdown
−21.15%
−17.66%
Recovery Period
Not yet recovered
197 days
1-Year Rolling Windows Positive
—
90.88%
Median Rolling Year
—
13.32%
5-Year Rolling Windows Positive
—
98.04%
Market-Cap Mix
L 61% · M 26% · S 9%
L 23% · M 15% · S 43%
Number of Stocks
66
30
Portfolio P/E
27.03
39.84
Top 5 Holdings
HDFC Bank Ltd · 17.83%
Britannia Industries Ltd · 12.81%
Cash & Cash Equivalent · 8.07%
Bharti Airtel Ltd · 3.91%
Infosys Ltd · 3.85%
Other Equity · 11.39%
Cash & Cash Equivalent · 7.18%
One 97 Communications Ltd · 4.17%
Neuland Laboratories Ltd · 4.14%
Delhivery Ltd · 4.02%
Top Sectors
Financial Services · 31.63%
Fast Moving Consumer Goods · 18.10%
Healthcare · 10.31%
Financial Services · 29.79%
Healthcare · 14.33%
Information Technology · 7.43%
Fixed Fee
1.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1.5% / 0% / 0%
2% / 0% / 0%