Portfolio Management Services (PMS)Compare Schemes
Axis - Core & Satellite PMS vs Nippon - Absolute Freedom - ABS
Add SchemeGrowth of ₹1 Crore
Axis - Core & Satellite PMS
Nippon - Absolute Freedom - ABS
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
NIFTY 50 Total Return Index · 8.6%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.11%
5.68%
6 Months
10.76%
10.98%
1 Year
8.14%
10.72%
3 Years
7.76%
15.83%
5 Years
10.03%
13.58%
Since Inception
11.69%
14.48%
Fund Age
6 yrs 8 mo
21 yrs 11 mo
AUM
₹87.23 Cr
₹8.51 Cr
Alpha – 1 Year
8.57%
6.00%
Alpha – 3 Years
−0.81%
3.74%
Information Ratio – 3 Years
0.02
0.71
Volatility – 1 Year
23.09%
16.38%
Volatility – 3 Years
18.26%
14.45%
Beta – 1 Year
1.29
0.87
Beta – 3 Years
1.11
0.89
Sharpe Ratio – 1 Year
0.21
0.33
Sharpe Ratio – 3 Years
0.22
0.72
Worst Rolling Year
6.59%
-12.28%
Value at Worst Rolling Year
₹1.07 Cr
₹0.88 Cr
Deepest Drawdown
−25.42%
−17.66%
Recovery Period
Not yet recovered
197 days
1-Year Rolling Windows Positive
100.00%
90.88%
Median Rolling Year
13.94%
13.32%
5-Year Rolling Windows Positive
100.00%
98.04%
Market-Cap Mix
L 19% · M 1% · S 70%
L 23% · M 15% · S 43%
Number of Stocks
41
30
Portfolio P/E
25.23
39.84
Top 5 Holdings
Cash & Cash Equivalent · 9.25%
EPL Ltd · 4.54%
Mahindra & Mahindra Ltd · 4.35%
Eternal Ltd · 4.21%
Welspun Corp 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 · 15.02%
Capital Goods · 13.37%
Consumer Services · 11.08%
Financial Services · 29.79%
Healthcare · 14.33%
Information Technology · 7.43%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
2% / 0% / 0%