Portfolio Management Services (PMS)Compare Schemes
Nippon - Absolute Freedom - ABS vs Sundaram Alternate - SISOP
Add SchemeGrowth of ₹1 Crore
Nippon - Absolute Freedom - ABS
Sundaram Alternate - SISOP
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
Nifty 500 · 12.1%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
5.68%
5.72%
6 Months
10.98%
23.48%
1 Year
10.72%
38.68%
3 Years
15.83%
26.01%
5 Years
13.58%
16.58%
Since Inception
14.48%
18.98%
Fund Age
21 yrs 11 mo
16 yrs 6 mo
AUM
₹8.51 Cr
₹1,885.18 Cr
Alpha – 1 Year
6.00%
33.96%
Alpha – 3 Years
3.74%
13.92%
Information Ratio – 3 Years
0.71
1.27
Volatility – 1 Year
16.38%
28.06%
Volatility – 3 Years
14.45%
20.41%
Beta – 1 Year
0.87
1.39
Beta – 3 Years
0.89
1.06
Sharpe Ratio – 1 Year
0.33
1.12
Sharpe Ratio – 3 Years
0.72
1.06
Worst Rolling Year
-12.28%
-4.06%
Value at Worst Rolling Year
₹0.88 Cr
₹0.96 Cr
Deepest Drawdown
−17.66%
−18.24%
Recovery Period
197 days
60 days
1-Year Rolling Windows Positive
90.88%
98.28%
Median Rolling Year
13.32%
16.41%
5-Year Rolling Windows Positive
98.04%
99.28%
Market-Cap Mix
L 23% · M 15% · S 43%
L 40% · M 32% · S 24%
Number of Stocks
30
28
Portfolio P/E
39.84
45.86
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%
MTAR Technologies Ltd · 6.15%
GE Vernova T&D India Ltd · 5.74%
Titan Company Ltd · 5.51%
Mahindra & Mahindra Ltd · 5.41%
Cholamandalam Investment & Finance Company Ltd · 5.19%
Top Sectors
Financial Services · 29.79%
Healthcare · 14.33%
Information Technology · 7.43%
Capital Goods · 39.07%
Financial Services · 22.11%
Automobile and Auto Components · 9.93%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 0% / 0%
1% / 0% / 0%