Portfolio Management Services (PMS)Compare Schemes
Motilal Oswal-Founders vs Nippon - Absolute Freedom - ABS
Add SchemeGrowth of ₹1 Crore
Motilal Oswal-Founders
Nippon - Absolute Freedom - ABS
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 11.9%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.25%
5.68%
6 Months
15.19%
10.98%
1 Year
3.21%
10.72%
3 Years
19.65%
15.83%
5 Years
—
13.58%
Since Inception
25.09%
14.48%
Fund Age
3 yrs 5 mo
21 yrs 11 mo
AUM
₹4,148.34 Cr
₹8.51 Cr
Alpha – 1 Year
0.23%
6.00%
Alpha – 3 Years
7.77%
3.74%
Information Ratio – 3 Years
0.62
0.71
Volatility – 1 Year
21.54%
16.38%
Volatility – 3 Years
22.15%
14.45%
Beta – 1 Year
1.06
0.87
Beta – 3 Years
1.15
0.89
Sharpe Ratio – 1 Year
-0.01
0.33
Sharpe Ratio – 3 Years
0.68
0.72
Worst Rolling Year
19.49%
-12.28%
Value at Worst Rolling Year
₹1.19 Cr
₹0.88 Cr
Deepest Drawdown
−27.91%
−17.66%
Recovery Period
Not yet recovered
197 days
1-Year Rolling Windows Positive
100.00%
90.88%
Median Rolling Year
21.76%
13.32%
5-Year Rolling Windows Positive
—
98.04%
Market-Cap Mix
L 26% · M 35% · S 37%
L 23% · M 15% · S 43%
Number of Stocks
26
30
Portfolio P/E
55.82
39.84
Top 5 Holdings
Eternal Ltd · 5.70%
Ather Energy Ltd · 5.24%
Shriram Finance Ltd · 5.04%
PTC Industries Ltd · 4.99%
One 97 Communications Ltd · 4.88%
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
Capital Goods · 28.96%
Financial Services · 21.55%
Consumer Services · 8.59%
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)
2% / 0% / 0%
2% / 0% / 0%