Portfolio Management Services (PMS)Compare Schemes
Nippon - Absolute Freedom - ABS vs SageOne Large and Midcap Portfolio
Add SchemeGrowth of ₹1 Crore
Nippon - Absolute Freedom - ABS
SageOne Large and Midcap Portfolio
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
5.68%
2.20%
6 Months
10.98%
6.00%
1 Year
10.72%
4.90%
3 Years
15.83%
18.50%
5 Years
13.58%
—
Since Inception
14.48%
16.60%
Fund Age
21 yrs 11 mo
3 yrs
AUM
₹8.51 Cr
₹209.72 Cr
Alpha – 1 Year
6.00%
0.20%
Alpha – 3 Years
3.74%
6.40%
Information Ratio – 3 Years
0.71
1.16
Volatility – 1 Year
16.38%
19.79%
Volatility – 3 Years
14.45%
17.07%
Beta – 1 Year
0.87
1.06
Beta – 3 Years
0.89
1.05
Sharpe Ratio – 1 Year
0.33
0.07
Sharpe Ratio – 3 Years
0.72
0.81
Worst Rolling Year
-12.28%
18.52%
Value at Worst Rolling Year
₹0.88 Cr
₹1.19 Cr
Deepest Drawdown
−17.66%
−19.68%
Recovery Period
197 days
230 days
1-Year Rolling Windows Positive
90.88%
100.00%
Median Rolling Year
13.32%
18.77%
5-Year Rolling Windows Positive
98.04%
—
Market-Cap Mix
L 23% · M 15% · S 43%
L 67% · M 33%
Number of Stocks
30
24
Portfolio P/E
39.84
40.00
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%
Polycab India Ltd · 0.00%
Tube Investments of India Ltd · 0.00%
Trent Ltd · 0.00%
Eternal Ltd · 0.00%
Bajaj Finance Ltd · 0.00%
Top Sectors
Financial Services · 29.79%
Healthcare · 14.33%
Information Technology · 7.43%
Discretionary Consumption · 20.00%
BFSI Non Lending · 18.00%
Real Estate, Infrastructure, Goods & Building Material · 17.00%
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 0% / 0%
0% / 0% / 0%