Portfolio Management Services (PMS)Compare Schemes
Alchemy - Ascent vs Geojit - Freedom Portfolio
Add SchemeGrowth of ₹1 Crore
Alchemy - Ascent
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
4.39%
2.33%
6 Months
8.65%
5.53%
1 Year
14.07%
9.60%
3 Years
8.50%
6.75%
5 Years
7.26%
7.07%
Since Inception
13.68%
13.02%
Fund Age
6 yrs 11 mo
14 yrs 9 mo
AUM
₹234.24 Cr
₹179.27 Cr
Alpha – 1 Year
9.35%
9.95%
Alpha – 3 Years
−3.59%
−2.25%
Information Ratio – 3 Years
-0.32
-0.39
Volatility – 1 Year
17.05%
17.14%
Volatility – 3 Years
19.82%
14.92%
Beta – 1 Year
0.90
1.04
Beta – 3 Years
1.09
1.00
Sharpe Ratio – 1 Year
0.55
0.31
Sharpe Ratio – 3 Years
0.25
0.15
Worst Rolling Year
4.86%
-6.19%
Value at Worst Rolling Year
₹1.05 Cr
₹0.94 Cr
Deepest Drawdown
−34.92%
−21.15%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
95.53%
Median Rolling Year
16.62%
12.72%
5-Year Rolling Windows Positive
100.00%
99.15%
Market-Cap Mix
L 25% · M 33% · S 39%
L 69% · M 12% · S 15%
Number of Stocks
70
22
Portfolio P/E
29.14
—
Top 5 Holdings
Eicher Motors Ltd · 5.45%
Apar Industries Ltd · 5.43%
Glenmark Pharmaceuticals Ltd · 4.49%
CCL Products (India) Ltd · 4.47%
SPR Auto Technologies Ltd · 4.30%
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 · 29.09%
Capital Goods · 19.43%
Automobile and Auto Components · 15.86%
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)
1% / 0% / 0%
—