Portfolio Management Services (PMS)Compare Schemes
Nippon - Absolute Freedom - ABS vs White Oak - India Pioneers Equity
Add SchemeGrowth of ₹1 Crore
Nippon - Absolute Freedom - ABS
White Oak - India Pioneers Equity
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 12.1%
0%
10%
20%
Volatility • 3 yrs deviation
1 Month
5.68%
3.26%
6 Months
10.98%
4.03%
1 Year
10.72%
0.70%
3 Years
15.83%
10.01%
5 Years
13.58%
8.40%
Since Inception
14.48%
14.84%
Fund Age
21 yrs 11 mo
7 yrs 10 mo
AUM
₹8.51 Cr
₹2,937.84 Cr
Alpha – 1 Year
6.00%
−2.28%
Alpha – 3 Years
3.74%
−1.88%
Information Ratio – 3 Years
0.71
-0.37
Volatility – 1 Year
16.38%
17.90%
Volatility – 3 Years
14.45%
14.65%
Beta – 1 Year
0.87
1.00
Beta – 3 Years
0.89
0.93
Sharpe Ratio – 1 Year
0.33
-0.18
Sharpe Ratio – 3 Years
0.72
0.35
Worst Rolling Year
-12.28%
7.25%
Value at Worst Rolling Year
₹0.88 Cr
₹1.07 Cr
Deepest Drawdown
−17.66%
−18.24%
Recovery Period
197 days
Not yet recovered
1-Year Rolling Windows Positive
90.88%
100.00%
Median Rolling Year
13.32%
15.22%
5-Year Rolling Windows Positive
98.04%
100.00%
Market-Cap Mix
L 23% · M 15% · S 43%
L 58% · M 15% · S 26%
Number of Stocks
30
71
Portfolio P/E
39.84
31.77
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%
ICICI Bank Ltd · 9.47%
HDFC Bank Ltd · 6.47%
Bharti Airtel Ltd · 4.87%
State Bank of India · 3.89%
Reliance Industries Ltd · 3.29%
Top Sectors
Financial Services · 29.79%
Healthcare · 14.33%
Information Technology · 7.43%
Financial Services · 36.31%
Healthcare · 11.39%
Capital Goods · 6.47%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 0% / 0%
0% / 0% / 0%