Portfolio Management Services (PMS)Compare Schemes
Nippon - Absolute Freedom - ABS vs SageOne - Core Portfolio
Add SchemeGrowth of ₹1 Crore
Nippon - Absolute Freedom - ABS
SageOne - Core Portfolio
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
35%
Nifty 500 · 12.1%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
5.68%
11.42%
6 Months
10.98%
35.03%
1 Year
10.72%
37.21%
3 Years
15.83%
27.05%
5 Years
13.58%
21.76%
Since Inception
14.48%
19.33%
Fund Age
21 yrs 11 mo
6 yrs 10 mo
AUM
₹8.51 Cr
₹2,975 Cr
Alpha – 1 Year
6.00%
23.77%
Alpha – 3 Years
3.74%
6.78%
Information Ratio – 3 Years
0.71
5.24
Volatility – 1 Year
16.38%
18.59%
Volatility – 3 Years
14.45%
19.39%
Beta – 1 Year
0.87
1.23
Beta – 3 Years
0.89
1.12
Sharpe Ratio – 1 Year
0.33
1.44
Sharpe Ratio – 3 Years
0.72
0.98
Worst Rolling Year
-12.28%
-6.18%
Value at Worst Rolling Year
₹0.88 Cr
₹0.94 Cr
Deepest Drawdown
−17.66%
—
Recovery Period
197 days
—
1-Year Rolling Windows Positive
90.88%
92.59%
Median Rolling Year
13.32%
23.96%
5-Year Rolling Windows Positive
98.04%
100.00%
Market-Cap Mix
L 23% · M 15% · S 43%
—
Number of Stocks
30
14
Portfolio P/E
39.84
25.70
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%
3% / 2% / 1%