Portfolio Management Services (PMS)Compare Schemes
NJ-Freedom ETF Portfolio vs Piper Serica Advisors - Leader Portfolio
Add SchemeGrowth of ₹1 Crore
NJ-Freedom ETF Portfolio
Piper Serica Advisors - Leader Portfolio
Return for the risk
3 yrs return
5%
10%
15%
20%
NIFTY 50 Total Return Index · 9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−0.13%
3.10%
6 Months
1.78%
24.70%
1 Year
6.32%
21.80%
3 Years
11.40%
16.46%
5 Years
9.32%
12.29%
Since Inception
10.72%
17.31%
Fund Age
8 yrs 5 mo
7 yrs 2 mo
AUM
₹314.17 Cr
₹328.39 Cr
Alpha – 1 Year
6.67%
22.15%
Alpha – 3 Years
2.41%
7.46%
Information Ratio – 3 Years
0.48
1.55
Volatility – 1 Year
17.96%
22.56%
Volatility – 3 Years
15.53%
18.01%
Beta – 1 Year
1.09
1.10
Beta – 3 Years
1.08
0.98
Sharpe Ratio – 1 Year
0.13
0.85
Sharpe Ratio – 3 Years
0.44
1.07
Worst Rolling Year
7.40%
7.49%
Value at Worst Rolling Year
₹1.07 Cr
₹1.07 Cr
Deepest Drawdown
−19.45%
−21.44%
Recovery Period
Not yet recovered
123 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
15.48%
17.12%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 66% · M 32% · S 1%
—
Number of Stocks
3
16
Portfolio P/E
—
—
Top 5 Holdings
Nippon India ETF Nifty 50 BeES · 41.19%
Nippon India ETF Nifty Midcap 150 · 32.64%
Nippon India ETF Nifty Next 50 Junior BeES · 25.82%
Cash & Cash Equivalent · 0.35%
Cartrade Tech Ltd · 9.52%
Syrma SGS Technology Ltd · 8.27%
Fusion Finance Ltd · 8.07%
Senores Pharmaceuticals Ltd · 7.85%
Cash & Cash Equivalent · 6.18%
Top Sectors
Financial Services · 29.09%
Capital Goods · 9.22%
Automobile and Auto Components · 7.56%
—
Fixed Fee
1.00% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
2% / 1% / 1%