Portfolio Management Services (PMS)Compare Schemes
Motilal Oswal - NTDOP vs Nippon - Absolute Freedom - ABS
Add SchemeGrowth of ₹1 Crore
Motilal Oswal - NTDOP
Nippon - Absolute Freedom - ABS
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 11.9%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
3.69%
5.68%
6 Months
8.66%
10.98%
1 Year
4.44%
10.72%
3 Years
14.48%
15.83%
5 Years
8.94%
13.58%
Since Inception
14.23%
14.48%
Fund Age
18 yrs 11 mo
21 yrs 11 mo
AUM
₹4,562.38 Cr
₹8.51 Cr
Alpha – 1 Year
1.46%
6.00%
Alpha – 3 Years
2.60%
3.74%
Information Ratio – 3 Years
0.08
0.71
Volatility – 1 Year
20.33%
16.38%
Volatility – 3 Years
19.22%
14.45%
Beta – 1 Year
1.12
0.87
Beta – 3 Years
1.12
0.89
Sharpe Ratio – 1 Year
0.00
0.33
Sharpe Ratio – 3 Years
0.51
0.72
Worst Rolling Year
-6.78%
-12.28%
Value at Worst Rolling Year
₹0.93 Cr
₹0.88 Cr
Deepest Drawdown
−26.97%
−17.66%
Recovery Period
Not yet recovered
197 days
1-Year Rolling Windows Positive
96.01%
90.88%
Median Rolling Year
15.06%
13.32%
5-Year Rolling Windows Positive
100.00%
98.04%
Market-Cap Mix
L 16% · M 42% · S 38%
L 23% · M 15% · S 43%
Number of Stocks
33
30
Portfolio P/E
40.71
39.84
Top 5 Holdings
Kalyan Jewellers India Ltd · 5.21%
PG Electroplast Ltd · 4.77%
IDFC First Bank Ltd · 4.60%
Piramal Finance Ltd · 4.45%
Cash & Cash Equivalent · 4.28%
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 · 34.98%
Consumer Durables · 14.15%
Capital Goods · 12.45%
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%