Portfolio Management Services (PMS)Compare Schemes
NJ-Freedom ETF Portfolio vs Scient - Aries
Add SchemeGrowth of ₹1 Crore
NJ-Freedom ETF Portfolio
Scient - Aries
Return for the risk
3 yrs return
-5%
0%
5%
10%
15%
NIFTY 50 Total Return Index · 9%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
−0.13%
−0.96%
6 Months
1.78%
−5.85%
1 Year
6.32%
1.08%
3 Years
11.40%
1.92%
5 Years
9.32%
1.54%
Since Inception
10.72%
4.73%
Fund Age
8 yrs 5 mo
9 yrs 11 mo
AUM
₹314.17 Cr
₹4.85 Cr
Alpha – 1 Year
6.67%
−8.50%
Alpha – 3 Years
2.41%
−7.97%
Information Ratio – 3 Years
0.48
—
Volatility – 1 Year
17.96%
9.90%
Volatility – 3 Years
15.53%
26.17%
Beta – 1 Year
1.09
—
Beta – 3 Years
1.08
—
Sharpe Ratio – 1 Year
0.13
-0.53
Sharpe Ratio – 3 Years
0.44
0.01
Worst Rolling Year
7.40%
2.80%
Value at Worst Rolling Year
₹1.07 Cr
₹1.03 Cr
Deepest Drawdown
−19.45%
−28.72%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
15.48%
12.18%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 66% · M 32% · S 1%
—
Number of Stocks
3
—
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%
Spandana Sphoorty Financial Ltd · 15.66%
Performance Chemiserve Ltd. SU DB REDEEM 06/06/2026 INR 100000 · 14.88%
Lendingkart Finance Ltd 11.95% DB REDEEM 30/10/2026 INR 100000 · 12.26%
Adani Airport Holdings Ltd. 10% DB REDEEM 14/03/2029 INR 100000 · 11.75%
Muthoot Fincorp Ltd. 10.05% DB REDEEM 31/12/2029 INR 100000 · 11.44%
Top Sectors
Financial Services · 29.09%
Capital Goods · 9.22%
Automobile and Auto Components · 7.56%
—
Fixed Fee
1.00% / yr
1.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
1% / 0% / 0%