Portfolio Management Services (PMS)Compare Schemes
NJ-Freedom ETF Portfolio vs Right Horizons - Alphabots India 100
Add SchemeGrowth of ₹1 Crore
NJ-Freedom ETF Portfolio
Right Horizons - Alphabots India 100
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%
4.29%
6 Months
1.78%
2.17%
1 Year
6.32%
7.07%
3 Years
11.40%
15.12%
5 Years
9.32%
—
Since Inception
10.72%
19.80%
Fund Age
8 yrs 5 mo
7 yrs 3 mo
AUM
₹314.17 Cr
₹7.19 Cr
Alpha – 1 Year
6.67%
7.50%
Alpha – 3 Years
2.41%
6.56%
Information Ratio – 3 Years
0.48
1.22
Volatility – 1 Year
17.96%
19.38%
Volatility – 3 Years
15.53%
16.31%
Beta – 1 Year
1.09
1.18
Beta – 3 Years
1.08
1.13
Sharpe Ratio – 1 Year
0.13
0.17
Sharpe Ratio – 3 Years
0.44
0.62
Worst Rolling Year
7.40%
14.31%
Value at Worst Rolling Year
₹1.07 Cr
₹1.14 Cr
Deepest Drawdown
−19.45%
−17.66%
Recovery Period
Not yet recovered
308 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
15.48%
16.29%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 66% · M 32% · S 1%
L 73% · M 25%
Number of Stocks
3
100
Portfolio P/E
—
27.01
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%
Eternal Ltd · 3.69%
IDFC First Bank Ltd · 3.57%
Cholamandalam Investment & Finance Company Ltd · 3.50%
IndusInd Bank Ltd · 3.03%
Asian Paints Ltd · 2.92%
Top Sectors
Financial Services · 29.09%
Capital Goods · 9.22%
Automobile and Auto Components · 7.56%
Financial Services · 32.97%
Capital Goods · 9.55%
Automobile and Auto Components · 9.39%
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% / –