Portfolio Management Services (PMS)Compare Schemes
Nippon - Absolute Freedom - ABS vs Sincere - Fixed Income plus Fund
Add SchemeGrowth of ₹1 Crore
Nippon - Absolute Freedom - ABS
Sincere - Fixed Income plus Fund
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
Nifty 500 · 12.1%
0%
10%
20%
Volatility • 3 yrs deviation
1 Month
5.68%
2.31%
6 Months
10.98%
2.53%
1 Year
10.72%
6.47%
3 Years
15.83%
7.48%
5 Years
13.58%
—
Since Inception
14.48%
8.12%
Fund Age
21 yrs 11 mo
3 yrs 3 mo
AUM
₹8.51 Cr
₹32.76 Cr
Alpha – 1 Year
6.00%
−0.39%
Alpha – 3 Years
3.74%
−3.56%
Information Ratio – 3 Years
0.71
-0.35
Volatility – 1 Year
16.38%
5.60%
Volatility – 3 Years
14.45%
5.15%
Beta – 1 Year
0.87
0.43
Beta – 3 Years
0.89
0.49
Sharpe Ratio – 1 Year
0.33
0.22
Sharpe Ratio – 3 Years
0.72
0.41
Worst Rolling Year
-12.28%
6.82%
Value at Worst Rolling Year
₹0.88 Cr
₹1.07 Cr
Deepest Drawdown
−17.66%
−8.35%
Recovery Period
197 days
Not yet recovered
1-Year Rolling Windows Positive
90.88%
100.00%
Median Rolling Year
13.32%
7.67%
5-Year Rolling Windows Positive
98.04%
—
Market-Cap Mix
L 23% · M 15% · S 43%
—
Number of Stocks
30
—
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
1.75% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 0% / 0%
3% / 2% / 1%