Portfolio Management Services (PMS)Compare Schemes
Nippon - Absolute Freedom - ABS vs Prithvi Balanced Portfolio
Add SchemeGrowth of ₹1 Crore
Nippon - Absolute Freedom - ABS
Prithvi Balanced Portfolio
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
0%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
5.68%
6.38%
6 Months
10.98%
30.29%
1 Year
10.72%
21.45%
3 Years
15.83%
18.94%
5 Years
13.58%
—
Since Inception
14.48%
23.25%
Fund Age
21 yrs 11 mo
3 yrs 1 mo
AUM
₹8.51 Cr
₹185.04 Cr
Alpha – 1 Year
6.00%
16.73%
Alpha – 3 Years
3.74%
6.85%
Information Ratio – 3 Years
0.71
0.59
Volatility – 1 Year
16.38%
29.11%
Volatility – 3 Years
14.45%
25.42%
Beta – 1 Year
0.87
1.26
Beta – 3 Years
0.89
1.13
Sharpe Ratio – 1 Year
0.33
0.62
Sharpe Ratio – 3 Years
0.72
0.60
Worst Rolling Year
-12.28%
18.95%
Value at Worst Rolling Year
₹0.88 Cr
₹1.19 Cr
Deepest Drawdown
−17.66%
−27.74%
Recovery Period
197 days
472 days
1-Year Rolling Windows Positive
90.88%
100.00%
Median Rolling Year
13.32%
20.62%
5-Year Rolling Windows Positive
98.04%
—
Market-Cap Mix
L 23% · M 15% · S 43%
—
Number of Stocks
30
40
Portfolio P/E
39.84
39.98
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%
Amara Raja Energy & Mobility Ltd · 7.91%
Sterling & Wilson Renewable Energy Ltd · 7.66%
Websol Energy System Ltd · 5.67%
Tega Industries Ltd · 5.44%
Gujarat Mineral Development Corporation Ltd · 4.76%
Top Sectors
Financial Services · 29.79%
Healthcare · 14.33%
Information Technology · 7.43%
—
Fixed Fee
2.50% / yr
0.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 0% / 0%
3% / 2% / 1%