Strategy performance
Absolute Freedom Portfolio - Systematic Rebalancing Option
Nippon Life India Asset Management Limited · AUM ₹1.99 Cr · as of Aug 2026
Our read
₹100 grew to ₹207.3 since inception (+14.2% CAGR), with a max drawdown of −16.3%.
Generated from the numbers below. A description, not a recommendation.
3Y CAGR
+15.8%
Since inception
+14.2%
Max drawdown
−16.3%
Volatility
+13.5%
Peer position
Loading peer ranks…
Performance
Absolute Freedom Portfolio - Systematic Rebalancing Option₹207.3Aug 26
Monthly returns
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Year |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | −3.9% | −0.4% | −9.4% | +9.5% | +1.0% | +2.3% | +2.3% | +5.5% | +6.0% | ||||
| 2025 | −4.0% | −6.6% | +5.2% | +3.2% | +4.9% | +3.1% | −0.5% | +0.6% | +0.2% | +5.3% | +0.1% | −0.6% | +10.7% |
| 2024 | +2.8% | +2.0% | +0.3% | +4.0% | −0.2% | +5.6% | +2.3% | −0.1% | +1.3% | −5.7% | +1.4% | −2.3% | +11.4% |
| 2023 | −3.1% | −1.7% | +1.1% | +4.2% | +2.8% | +6.2% | +4.7% | −1.0% | +2.9% | −2.7% | +7.7% | +10.3% | +34.9% |
| 2022 | −0.1% | −5.5% | +3.2% | −2.0% | −4.4% | −4.0% | +7.5% | +3.6% | −2.9% | +6.4% | +2.2% | −3.9% | −1.0% |
| 2021 | −0.4% | −0.2% | +4.1% | +1.5% | +1.9% | +4.6% | +5.0% | +2.0% | −1.6% | +0.7% | +18.7% |
Metrics
Tearsheet- 1M return
- +5.5%
- 3M return
- +10.5%
- 6M return
- +10.6%
- 1Y return
- +11.3%
- 2Y CAGR
- +5.3%
- 3Y CAGR
- +15.8%
- 5Y CAGR
- +13.1%
- Since-inception CAGR
- +14.2%
- Total return
- +107.3%
- Average month
- +1.2%
- Median month
- +1.3%
- Average up month
- +3.5%
- Best month
- +10.3%
- Best rolling 12M
- +48.5%
Read from the filed snapshot (engine 1.0). A short track says how many months that window needs.
Source: SEBI monthly PMS filings, Aug 2026. Returns are TWRR, net of fees as filed. Not investment advice. How we calculate
Filings
Month-end SEBI filings. Missing months stay blank.
Absolute Freedom Portfolio - Systematic Rebalancing Option performance FAQ
Live figures from the scorecard above. Full definitions on the metrics explainer.
- How has Absolute Freedom Portfolio - Systematic Rebalancing Option performed?
- Absolute Freedom Portfolio - Systematic Rebalancing Option (Nippon Life India Asset Management Limited) shows CAGR 14.17% and max drawdown -16.31% on Know Your PMS from SEBI month-end TWRR filings. A short window says how many months it still needs. A gap on a longer track stays Not reported. Learn more
- What is Absolute Freedom Portfolio - Systematic Rebalancing Option CAGR / max drawdown?
- CAGR is 14.17%; max drawdown is -16.31%. We only publish CAGR when there are enough months (≥12 on this track of 66 months). Learn more
- Where do Absolute Freedom Portfolio - Systematic Rebalancing Option returns come from?
- Returns are derived from SEBI-disclosed monthly 1M TWRR filings. Know Your PMS never invents zeros for unfiled months. Learn more
- Why might a window say Not reported?
- Trailing 1Y, 3Y, and 5Y need that many consecutive months. A short track says Needs 12 months, Needs 36 months, or Needs 60 months. A longer track with a missing month stays Not reported. Learn more
- How do I re-underwrite Absolute Freedom Portfolio - Systematic Rebalancing Option?
- Read as-of and track length first. CAGR says Needs 12 months below 12 filed months. Watch for new filings, add 2–4 peers on Compare for the same as-of, then export or open the tearsheet. Not advice. Learn more
- Is this a recommendation to invest?
- No. Know Your PMS is research-only: no commissions, no execution, no advice. Use compare to shortlist 2–4 on the same as-of for your own diligence. Learn more