Portfolio Management Services (PMS)Compare Schemes
NJ-Freedom ETF Portfolio vs Right Horizons - Alphabots Midcap 29
Add SchemeGrowth of ₹1 Crore
NJ-Freedom ETF Portfolio
Right Horizons - Alphabots Midcap 29
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%
3.12%
6 Months
1.78%
8.08%
1 Year
6.32%
10.16%
3 Years
11.40%
15.60%
5 Years
9.32%
—
Since Inception
10.72%
19.84%
Fund Age
8 yrs 5 mo
6 yrs 11 mo
AUM
₹314.17 Cr
₹3.18 Cr
Alpha – 1 Year
6.67%
7.18%
Alpha – 3 Years
2.41%
3.72%
Information Ratio – 3 Years
0.48
0.60
Volatility – 1 Year
17.96%
19.93%
Volatility – 3 Years
15.53%
18.09%
Beta – 1 Year
1.09
1.12
Beta – 3 Years
1.08
1.14
Sharpe Ratio – 1 Year
0.13
0.31
Sharpe Ratio – 3 Years
0.44
0.60
Worst Rolling Year
7.40%
14.68%
Value at Worst Rolling Year
₹1.07 Cr
₹1.15 Cr
Deepest Drawdown
−19.45%
−19.38%
Recovery Period
Not yet recovered
493 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
15.48%
16.30%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 66% · M 32% · S 1%
L 31% · M 55% · S 12%
Number of Stocks
3
29
Portfolio P/E
—
38.53
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%
Shriram Finance Ltd · 8.48%
Indian Hotels Co Ltd · 6.75%
Bharat Electronics Ltd · 6.54%
Laurus Labs Ltd · 6.00%
Federal Bank Ltd · 5.23%
Top Sectors
Financial Services · 29.09%
Capital Goods · 9.22%
Automobile and Auto Components · 7.56%
Financial Services · 28.26%
Healthcare · 13.31%
Consumer Services · 11.45%
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% / –