Portfolio Management Services (PMS)Compare Schemes
NJ-Freedom ETF Portfolio vs Tamohara - Q Strategy
Add SchemeGrowth of ₹1 Crore
NJ-Freedom ETF Portfolio
Tamohara - Q Strategy
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%
−0.46%
6 Months
1.78%
6.77%
1 Year
6.32%
7.38%
3 Years
11.40%
9.03%
5 Years
9.32%
—
Since Inception
10.72%
10.29%
Fund Age
8 yrs 5 mo
4 yrs 2 mo
AUM
₹314.17 Cr
₹9.69 Cr
Alpha – 1 Year
6.67%
7.73%
Alpha – 3 Years
2.41%
0.04%
Information Ratio – 3 Years
0.48
0.09
Volatility – 1 Year
17.96%
17.08%
Volatility – 3 Years
15.53%
16.18%
Beta – 1 Year
1.09
0.95
Beta – 3 Years
1.08
1.08
Sharpe Ratio – 1 Year
0.13
0.20
Sharpe Ratio – 3 Years
0.44
0.33
Worst Rolling Year
7.40%
7.39%
Value at Worst Rolling Year
₹1.07 Cr
₹1.07 Cr
Deepest Drawdown
−19.45%
−24.88%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
15.48%
9.85%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 66% · M 32% · S 1%
L 41% · M 53%
Number of Stocks
3
22
Portfolio P/E
—
44.95
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%
Hero MotoCorp Ltd · 4.91%
Eicher Motors Ltd · 4.84%
Sun Pharmaceutical Industries Ltd · 4.82%
Pidilite Industries Ltd · 4.82%
Oracle Financial Services Software Ltd · 4.77%
Top Sectors
Financial Services · 29.09%
Capital Goods · 9.22%
Automobile and Auto Components · 7.56%
Automobile and Auto Components · 19.25%
Healthcare · 17.26%
Fast Moving Consumer Goods · 13.44%
Fixed Fee
1.00% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
1% / – / –