Portfolio Management Services (PMS)Compare Schemes
Nippon - Absolute Freedom - ABS vs Nippon - High Conviction Equity - HCEP
Add SchemeGrowth of ₹1 Crore
Nippon - Absolute Freedom - ABS
Nippon - High Conviction Equity - HCEP
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 12.1%
0%
10%
20%
Volatility • 3 yrs deviation
1 Month
5.68%
3.27%
6 Months
10.98%
6.66%
1 Year
10.72%
7.95%
3 Years
15.83%
14.01%
5 Years
13.58%
12.40%
Since Inception
14.48%
16.07%
Fund Age
21 yrs 11 mo
12 yrs 5 mo
AUM
₹8.51 Cr
₹27.98 Cr
Alpha – 1 Year
6.00%
3.23%
Alpha – 3 Years
3.74%
1.92%
Information Ratio – 3 Years
0.71
0.55
Volatility – 1 Year
16.38%
16.42%
Volatility – 3 Years
14.45%
14.36%
Beta – 1 Year
0.87
0.92
Beta – 3 Years
0.89
0.91
Sharpe Ratio – 1 Year
0.33
0.15
Sharpe Ratio – 3 Years
0.72
0.63
Worst Rolling Year
-12.28%
-4.39%
Value at Worst Rolling Year
₹0.88 Cr
₹0.96 Cr
Deepest Drawdown
−17.66%
−17.36%
Recovery Period
197 days
532 days
1-Year Rolling Windows Positive
90.88%
97.43%
Median Rolling Year
13.32%
15.67%
5-Year Rolling Windows Positive
98.04%
100.00%
Market-Cap Mix
L 23% · M 15% · S 43%
L 25% · M 6% · S 37%
Number of Stocks
30
30
Portfolio P/E
39.84
29.90
Top 5 Holdings
Other Equity · 11.39%
Cash & Cash Equivalent · 7.18%
One 97 Communications Ltd · 4.17%
Neuland Laboratories Ltd · 4.14%
Delhivery Ltd · 4.02%
Other Equity · 23.87%
Cash & Cash Equivalent · 8.88%
Titan Company Ltd · 4.90%
ICICI Bank Ltd · 4.04%
Neuland Laboratories Ltd · 3.20%
Top Sectors
Financial Services · 29.79%
Healthcare · 14.33%
Information Technology · 7.43%
Financial Services · 26.05%
Healthcare · 7.72%
Oil, Gas & Consumable Fuels · 5.34%
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%