Portfolio Management Services (PMS)Compare Schemes
Aequitas - India Opportunities Product vs Geojit - Freedom Portfolio
Add SchemeGrowth of ₹1 Crore
Aequitas - India Opportunities Product
Geojit - Freedom Portfolio
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
25%
30%
35%
NIFTY 50 Total Return Index · 9%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
5.66%
2.33%
6 Months
−5.56%
5.53%
1 Year
34.70%
9.60%
3 Years
27.41%
6.75%
5 Years
32.51%
7.07%
Since Inception
32.15%
13.02%
Fund Age
13 yrs 6 mo
14 yrs 9 mo
AUM
₹2,318.72 Cr
₹179.27 Cr
Alpha – 1 Year
35.05%
9.95%
Alpha – 3 Years
18.41%
−2.25%
Information Ratio – 3 Years
1.03
-0.39
Volatility – 1 Year
21.67%
17.14%
Volatility – 3 Years
15.53%
14.92%
Beta – 1 Year
0.28
1.04
Beta – 3 Years
0.35
1.00
Sharpe Ratio – 1 Year
1.24
0.31
Sharpe Ratio – 3 Years
1.31
0.15
Worst Rolling Year
-17.36%
-6.19%
Value at Worst Rolling Year
₹0.83 Cr
₹0.94 Cr
Deepest Drawdown
−21.72%
−21.15%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
88.36%
95.53%
Median Rolling Year
37.79%
12.72%
5-Year Rolling Windows Positive
100.00%
99.15%
Market-Cap Mix
L 4% · M 6% · S 13%
L 69% · M 12% · S 15%
Number of Stocks
9
22
Portfolio P/E
14.68
—
Top 5 Holdings
Cash & Cash Equivalent · 79.92%
Petronet LNG Ltd · 5.76%
HDFC Bank Ltd · 3.99%
Technocraft Industries (India) Ltd · 3.23%
Can Fin Homes Ltd · 2.38%
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 · 6.37%
Oil, Gas & Consumable Fuels · 5.76%
Capital Goods · 3.23%
Financial Services · 39.93%
Capital Goods · 17.71%
Healthcare · 13.07%
Fixed Fee
2.00% / yr
—
Performance Fee / Plan
Fixed Plan
—
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
—