Portfolio Management Services (PMS)Compare Schemes
Nippon - Absolute Freedom - ABS vs Tulsian - PMS
Add SchemeGrowth of ₹1 Crore
Nippon - Absolute Freedom - ABS
Tulsian - PMS
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
0%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
5.68%
2.21%
6 Months
10.98%
21.04%
1 Year
10.72%
21.34%
3 Years
15.83%
19.08%
5 Years
13.58%
23.67%
Since Inception
14.48%
—
Fund Age
21 yrs 11 mo
6 yrs 4 mo
AUM
₹8.51 Cr
₹364.08 Cr
Alpha – 1 Year
6.00%
21.69%
Alpha – 3 Years
3.74%
10.08%
Information Ratio – 3 Years
0.71
0.52
Volatility – 1 Year
16.38%
32.28%
Volatility – 3 Years
14.45%
28.08%
Beta – 1 Year
0.87
1.47
Beta – 3 Years
0.89
1.60
Sharpe Ratio – 1 Year
0.33
0.58
Sharpe Ratio – 3 Years
0.72
0.57
Worst Rolling Year
-12.28%
15.61%
Value at Worst Rolling Year
₹0.88 Cr
₹1.16 Cr
Deepest Drawdown
−17.66%
−31.98%
Recovery Period
197 days
457 days
1-Year Rolling Windows Positive
90.88%
100.00%
Median Rolling Year
13.32%
28.21%
5-Year Rolling Windows Positive
98.04%
100.00%
Market-Cap Mix
L 23% · M 15% · S 43%
L 90% · M 10%
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%
Suzlon Energy Ltd · 10.00%
Hindustan Aeronautics Ltd · 10.00%
Tata Motors Passenger Vehicles Ltd · 10.00%
Mazagon Dock Shipbuilders Ltd · 10.00%
Vodafone Idea Ltd · 10.00%
Top Sectors
Financial Services · 29.79%
Healthcare · 14.33%
Information Technology · 7.43%
—
Fixed Fee
2.50% / yr
7.50% / yr
Performance Fee / Plan
Fixed Plan
13% of profit, above 0%
Exit Load (Y1 / Y2 / Y3)
2% / 0% / 0%
3% / 2% / 1%