Portfolio Management Services (PMS)Compare Schemes
NJ-Freedom ETF Portfolio vs Sundaram Alternate - SISOP
Add SchemeGrowth of ₹1 Crore
NJ-Freedom ETF Portfolio
Sundaram Alternate - SISOP
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
NIFTY 50 Total Return Index · 9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−0.13%
5.72%
6 Months
1.78%
23.48%
1 Year
6.32%
38.68%
3 Years
11.40%
26.01%
5 Years
9.32%
16.58%
Since Inception
10.72%
18.98%
Fund Age
8 yrs 5 mo
16 yrs 6 mo
AUM
₹314.17 Cr
₹1,885.18 Cr
Alpha – 1 Year
6.67%
33.96%
Alpha – 3 Years
2.41%
13.92%
Information Ratio – 3 Years
0.48
1.27
Volatility – 1 Year
17.96%
28.06%
Volatility – 3 Years
15.53%
20.41%
Beta – 1 Year
1.09
1.39
Beta – 3 Years
1.08
1.06
Sharpe Ratio – 1 Year
0.13
1.12
Sharpe Ratio – 3 Years
0.44
1.06
Worst Rolling Year
7.40%
-4.06%
Value at Worst Rolling Year
₹1.07 Cr
₹0.96 Cr
Deepest Drawdown
−19.45%
−18.24%
Recovery Period
Not yet recovered
60 days
1-Year Rolling Windows Positive
100.00%
98.28%
Median Rolling Year
15.48%
16.41%
5-Year Rolling Windows Positive
100.00%
99.28%
Market-Cap Mix
L 66% · M 32% · S 1%
L 40% · M 32% · S 24%
Number of Stocks
3
28
Portfolio P/E
—
45.86
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%
MTAR Technologies Ltd · 6.15%
GE Vernova T&D India Ltd · 5.74%
Titan Company Ltd · 5.51%
Mahindra & Mahindra Ltd · 5.41%
Cholamandalam Investment & Finance Company Ltd · 5.19%
Top Sectors
Financial Services · 29.09%
Capital Goods · 9.22%
Automobile and Auto Components · 7.56%
Capital Goods · 39.07%
Financial Services · 22.11%
Automobile and Auto Components · 9.93%
Fixed Fee
1.00% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
1% / 0% / 0%