Portfolio Management Services (PMS)Compare Schemes
Nippon - Absolute Freedom - ABS vs Tamohara - TIOS
Add SchemeGrowth of ₹1 Crore
Nippon - Absolute Freedom - ABS
Tamohara - TIOS
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
Nifty 500 · 12.1%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
5.68%
3.29%
6 Months
10.98%
14.68%
1 Year
10.72%
11.65%
3 Years
15.83%
7.09%
5 Years
13.58%
8.41%
Since Inception
14.48%
10.45%
Fund Age
21 yrs 11 mo
10 yrs 5 mo
AUM
₹8.51 Cr
₹24.48 Cr
Alpha – 1 Year
6.00%
12.00%
Alpha – 3 Years
3.74%
−1.90%
Information Ratio – 3 Years
0.71
-0.12
Volatility – 1 Year
16.38%
20.48%
Volatility – 3 Years
14.45%
16.32%
Beta – 1 Year
0.87
1.11
Beta – 3 Years
0.89
1.00
Sharpe Ratio – 1 Year
0.33
0.36
Sharpe Ratio – 3 Years
0.72
0.15
Worst Rolling Year
-12.28%
-5.06%
Value at Worst Rolling Year
₹0.88 Cr
₹0.95 Cr
Deepest Drawdown
−17.66%
−24.00%
Recovery Period
197 days
Not yet recovered
1-Year Rolling Windows Positive
90.88%
92.00%
Median Rolling Year
13.32%
9.94%
5-Year Rolling Windows Positive
98.04%
100.00%
Market-Cap Mix
L 23% · M 15% · S 43%
L 41% · M 5% · S 35%
Number of Stocks
30
31
Portfolio P/E
39.84
28.34
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%
Other Funds · 14.39%
Bharti Airtel Ltd · 6.81%
HDFC Bank Ltd · 6.63%
Reliance Industries Ltd · 5.02%
Shivalik Bimetal Controls Ltd · 4.45%
Top Sectors
Financial Services · 29.79%
Healthcare · 14.33%
Information Technology · 7.43%
Financial Services · 23.90%
Capital Goods · 12.70%
Fast Moving Consumer Goods · 8.38%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 0% / 0%
1% / – / –