Portfolio Management Services (PMS)Compare Schemes
Nippon - Absolute Freedom - ABS vs Nuvama Equities eXpansion Target
Add SchemeGrowth of ₹1 Crore
Nippon - Absolute Freedom - ABS
Nuvama Equities eXpansion Target
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 12.1%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
5.68%
2.94%
6 Months
10.98%
19.15%
1 Year
10.72%
14.85%
3 Years
15.83%
14.64%
5 Years
13.58%
—
Since Inception
14.48%
15.52%
Fund Age
21 yrs 11 mo
3 yrs 3 mo
AUM
₹8.51 Cr
₹213.16 Cr
Alpha – 1 Year
6.00%
10.13%
Alpha – 3 Years
3.74%
2.55%
Information Ratio – 3 Years
0.71
0.17
Volatility – 1 Year
16.38%
28.62%
Volatility – 3 Years
14.45%
24.62%
Beta – 1 Year
0.87
1.48
Beta – 3 Years
0.89
1.33
Sharpe Ratio – 1 Year
0.33
0.43
Sharpe Ratio – 3 Years
0.72
0.46
Worst Rolling Year
-12.28%
12.87%
Value at Worst Rolling Year
₹0.88 Cr
₹1.13 Cr
Deepest Drawdown
−17.66%
−26.40%
Recovery Period
197 days
Not yet recovered
1-Year Rolling Windows Positive
90.88%
100.00%
Median Rolling Year
13.32%
15.08%
5-Year Rolling Windows Positive
98.04%
—
Market-Cap Mix
L 23% · M 15% · S 43%
—
Number of Stocks
30
33
Portfolio P/E
39.84
—
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%
—
Top Sectors
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% / 1% / 0%