Portfolio Management Services (PMS)Compare Schemes
NJ-Freedom ETF Portfolio vs Right Horizons - Flexi Cap
Add SchemeGrowth of ₹1 Crore
NJ-Freedom ETF Portfolio
Right Horizons - Flexi Cap
Return for the risk
3 yrs return
5%
10%
15%
NIFTY 50 Total Return Index · 9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−0.13%
4.94%
6 Months
1.78%
11.49%
1 Year
6.32%
3.89%
3 Years
11.40%
8.19%
5 Years
9.32%
11.02%
Since Inception
10.72%
10.97%
Fund Age
8 yrs 5 mo
13 yrs 8 mo
AUM
₹314.17 Cr
₹360.51 Cr
Alpha – 1 Year
6.67%
0.91%
Alpha – 3 Years
2.41%
−3.69%
Information Ratio – 3 Years
0.48
-0.18
Volatility – 1 Year
17.96%
23.04%
Volatility – 3 Years
15.53%
19.34%
Beta – 1 Year
1.09
1.26
Beta – 3 Years
1.08
1.17
Sharpe Ratio – 1 Year
0.13
0.04
Sharpe Ratio – 3 Years
0.44
0.30
Worst Rolling Year
7.40%
-8.10%
Value at Worst Rolling Year
₹1.07 Cr
₹0.92 Cr
Deepest Drawdown
−19.45%
−30.43%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
95.59%
Median Rolling Year
15.48%
11.30%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 66% · M 32% · S 1%
L 38% · M 28% · S 33%
Number of Stocks
3
29
Portfolio P/E
—
37.17
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%
KEI Industries Ltd · 6.88%
Nuvama Wealth Management Ltd · 5.74%
ICICI Bank Ltd · 5.44%
Sky Gold & Diamonds Ltd · 5.38%
360 ONE WAM Ltd · 5.34%
Top Sectors
Financial Services · 29.09%
Capital Goods · 9.22%
Automobile and Auto Components · 7.56%
Financial Services · 27.26%
Capital Goods · 15.52%
Consumer Durables · 13.57%
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% / 0%