Portfolio Management Services (PMS)Compare Schemes
Abans Growth and Momentum vs Geojit - Freedom Portfolio
Add SchemeGrowth of ₹1 Crore
Abans Growth and Momentum
Geojit - Freedom Portfolio
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
Nifty 500 · 12.1%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.46%
2.33%
6 Months
7.53%
5.53%
1 Year
10.69%
9.60%
3 Years
9.96%
6.75%
5 Years
10.97%
7.07%
Since Inception
20.53%
13.02%
Fund Age
14 yrs 7 mo
14 yrs 9 mo
AUM
₹132.39 Cr
₹179.27 Cr
Alpha – 1 Year
5.97%
9.95%
Alpha – 3 Years
−2.13%
−2.25%
Information Ratio – 3 Years
-0.28
-0.39
Volatility – 1 Year
20.88%
17.14%
Volatility – 3 Years
19.08%
14.92%
Beta – 1 Year
1.15
1.04
Beta – 3 Years
1.12
1.00
Sharpe Ratio – 1 Year
0.34
0.31
Sharpe Ratio – 3 Years
0.32
0.15
Worst Rolling Year
-4.87%
-6.19%
Value at Worst Rolling Year
₹0.95 Cr
₹0.94 Cr
Deepest Drawdown
−22.42%
−21.15%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
96.43%
95.53%
Median Rolling Year
20.05%
12.72%
5-Year Rolling Windows Positive
100.00%
99.15%
Market-Cap Mix
L 47% · M 22% · S 18%
L 69% · M 12% · S 15%
Number of Stocks
23
22
Portfolio P/E
60.38
—
Top 5 Holdings
Bajaj Finance Ltd · 7.00%
Piramal Finance Ltd · 7.00%
Shriram Finance Ltd · 7.00%
ICICI Bank Ltd · 6.00%
Apollo Hospitals Enterprise Ltd · 5.00%
ICICI Bank Ltd · 9.74%
Reliance Industries Ltd · 8.27%
Bharat Electronics Ltd · 6.87%
CG Power & Industrial Solutions Ltd · 5.96%
Maruti Suzuki India Ltd · 5.89%
Top Sectors
—
Financial Services · 39.93%
Capital Goods · 17.71%
Healthcare · 13.07%
Fixed Fee
2.50% / yr
—
Performance Fee / Plan
Fixed Plan
—
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
—