Portfolio Management Services (PMS)Compare Schemes
Green Portfolio - The Impact ESG Fund vs Nippon - Absolute Freedom - ABS
Add SchemeGrowth of ₹1 Crore
Green Portfolio - The Impact ESG Fund
Nippon - Absolute Freedom - ABS
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 11.9%
0%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
−3.33%
5.68%
6 Months
24.60%
10.98%
1 Year
7.56%
10.72%
3 Years
20.98%
15.83%
5 Years
—
13.58%
Since Inception
24.10%
14.48%
Fund Age
4 yrs 4 mo
21 yrs 11 mo
AUM
₹3.89 Cr
₹8.51 Cr
Alpha – 1 Year
4.58%
6.00%
Alpha – 3 Years
9.08%
3.74%
Information Ratio – 3 Years
0.07
0.71
Volatility – 1 Year
32.74%
16.38%
Volatility – 3 Years
27.24%
14.45%
Beta – 1 Year
1.49
0.87
Beta – 3 Years
1.30
0.89
Sharpe Ratio – 1 Year
0.20
0.33
Sharpe Ratio – 3 Years
0.49
0.72
Worst Rolling Year
17.91%
-12.28%
Value at Worst Rolling Year
₹1.18 Cr
₹0.88 Cr
Deepest Drawdown
−34.40%
−17.66%
Recovery Period
Not yet recovered
197 days
1-Year Rolling Windows Positive
100.00%
90.88%
Median Rolling Year
25.17%
13.32%
5-Year Rolling Windows Positive
—
98.04%
Market-Cap Mix
—
L 23% · M 15% · S 43%
Number of Stocks
27
30
Portfolio P/E
52.77
39.84
Top 5 Holdings
Time Technoplast Ltd · 10.10%
HFCL Ltd · 8.63%
Coastal Corporation Ltd · 7.30%
Antony Waste Handling Cell Ltd · 7.04%
S P Apparels Ltd · 6.67%
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 · 29.79%
Healthcare · 14.33%
Information Technology · 7.43%
Fixed Fee
2.25% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
2% / 0% / 0%