Portfolio Management Services (PMS)Compare Schemes
Nippon - Absolute Freedom - ABS vs ORO - All Weather Portfolio
Add SchemeGrowth of ₹1 Crore
Nippon - Absolute Freedom - ABS
ORO - All Weather Portfolio
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%
−0.19%
6 Months
10.98%
−0.42%
1 Year
10.72%
−4.58%
3 Years
15.83%
16.32%
5 Years
13.58%
13.17%
Since Inception
14.48%
13.94%
Fund Age
21 yrs 11 mo
6 yrs 6 mo
AUM
₹8.51 Cr
₹13.16 Cr
Alpha – 1 Year
6.00%
−7.56%
Alpha – 3 Years
3.74%
4.42%
Information Ratio – 3 Years
0.71
0.49
Volatility – 1 Year
16.38%
16.90%
Volatility – 3 Years
14.45%
17.54%
Beta – 1 Year
0.87
0.86
Beta – 3 Years
0.89
0.99
Sharpe Ratio – 1 Year
0.33
-0.52
Sharpe Ratio – 3 Years
0.72
0.69
Worst Rolling Year
-12.28%
3.91%
Value at Worst Rolling Year
₹0.88 Cr
₹1.04 Cr
Deepest Drawdown
−17.66%
−19.46%
Recovery Period
197 days
Not yet recovered
1-Year Rolling Windows Positive
90.88%
100.00%
Median Rolling Year
13.32%
21.20%
5-Year Rolling Windows Positive
98.04%
100.00%
Market-Cap Mix
L 23% · M 15% · S 43%
L 66% · M 23%
Number of Stocks
30
20
Portfolio P/E
39.84
20.74
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%
State Bank of India · 6.08%
Hindalco Industries Ltd · 6.07%
Indian Bank · 5.89%
Bank of Baroda · 5.69%
Torrent Pharmaceuticals Ltd · 5.53%
Top Sectors
Financial Services · 29.79%
Healthcare · 14.33%
Information Technology · 7.43%
Financial Services · 30.25%
Automobile and Auto Components · 14.27%
Capital Goods · 13.88%
Fixed Fee
2.50% / yr
1.00% / yr
Performance Fee / Plan
Fixed Plan
15% of profit, above 10%
Exit Load (Y1 / Y2 / Y3)
2% / 0% / 0%
0% / 0% / 0%