Portfolio Management Services (PMS)Compare Schemes
Nippon - Absolute Freedom - ABS vs Solidarity Advisors - Prudence
Add SchemeGrowth of ₹1 Crore
Nippon - Absolute Freedom - ABS
Solidarity Advisors - Prudence
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%
8.45%
6 Months
10.98%
29.49%
1 Year
10.72%
37.09%
3 Years
15.83%
18.49%
5 Years
13.58%
12.39%
Since Inception
14.48%
18.64%
Fund Age
21 yrs 11 mo
10 yrs 3 mo
AUM
₹8.51 Cr
₹1,760.35 Cr
Alpha – 1 Year
6.00%
32.37%
Alpha – 3 Years
3.74%
6.40%
Information Ratio – 3 Years
0.71
0.52
Volatility – 1 Year
16.38%
25.02%
Volatility – 3 Years
14.45%
18.27%
Beta – 1 Year
0.87
1.22
Beta – 3 Years
0.89
0.89
Sharpe Ratio – 1 Year
0.33
1.18
Sharpe Ratio – 3 Years
0.72
0.74
Worst Rolling Year
-12.28%
-0.28%
Value at Worst Rolling Year
₹0.88 Cr
₹1.00 Cr
Deepest Drawdown
−17.66%
−13.15%
Recovery Period
197 days
44 days
1-Year Rolling Windows Positive
90.88%
99.89%
Median Rolling Year
13.32%
16.20%
5-Year Rolling Windows Positive
98.04%
100.00%
Market-Cap Mix
L 23% · M 15% · S 43%
L 11% · S 71%
Number of Stocks
30
13
Portfolio P/E
39.84
41.36
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%
Yasho Industries Ltd · 13.57%
OTHER SECURITIES · 12.97%
HDFC Bank Ltd · 8.53%
Neogen Chemicals Ltd · 7.79%
Shivalik Bimetal Controls Ltd · 7.61%
Top Sectors
Financial Services · 29.79%
Healthcare · 14.33%
Information Technology · 7.43%
Capital Goods · 23.99%
Chemicals · 21.36%
Automobile and Auto Components · 14.13%
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%