Portfolio Management Services (PMS)Compare Schemes
NJ-Freedom ETF Portfolio vs Tamohara - TRUFFLE
Add SchemeGrowth of ₹1 Crore
NJ-Freedom ETF Portfolio
Tamohara - TRUFFLE
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
NIFTY 50 Total Return Index · 9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−0.13%
8.72%
6 Months
1.78%
28.59%
1 Year
6.32%
28.02%
3 Years
11.40%
18.67%
5 Years
9.32%
17.18%
Since Inception
10.72%
20.03%
Fund Age
8 yrs 5 mo
5 yrs 4 mo
AUM
₹314.17 Cr
₹221.27 Cr
Alpha – 1 Year
6.67%
28.37%
Alpha – 3 Years
2.41%
9.68%
Information Ratio – 3 Years
0.48
0.87
Volatility – 1 Year
17.96%
22.32%
Volatility – 3 Years
15.53%
17.88%
Beta – 1 Year
1.09
1.03
Beta – 3 Years
1.08
0.95
Sharpe Ratio – 1 Year
0.13
0.99
Sharpe Ratio – 3 Years
0.44
0.81
Worst Rolling Year
7.40%
13.69%
Value at Worst Rolling Year
₹1.07 Cr
₹1.14 Cr
Deepest Drawdown
−19.45%
−20.50%
Recovery Period
Not yet recovered
429 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
15.48%
18.30%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 66% · M 32% · S 1%
L 19% · M 4% · S 74%
Number of Stocks
3
29
Portfolio P/E
—
37.50
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%
Thyrocare Technologies Ltd · 6.77%
Shivalik Bimetal Controls Ltd · 6.09%
Acutaas Chemicals Ltd · 6.00%
Neuland Laboratories Ltd · 5.78%
Kotak Mahindra Bank Ltd · 5.54%
Top Sectors
Financial Services · 29.09%
Capital Goods · 9.22%
Automobile and Auto Components · 7.56%
Healthcare · 31.31%
Capital Goods · 19.65%
Financial Services · 17.57%
Fixed Fee
1.00% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
1% / – / –