Portfolio Management Services (PMS)Compare Schemes
Avestha - Growth vs Geojit - Freedom Portfolio
Add SchemeGrowth of ₹1 Crore
Avestha - Growth
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
0.64%
2.33%
6 Months
21.51%
5.53%
1 Year
15.87%
9.60%
3 Years
14.38%
6.75%
5 Years
17.96%
7.07%
Since Inception
16.82%
13.02%
Fund Age
8 yrs 9 mo
14 yrs 9 mo
AUM
₹1,503.25 Cr
₹179.27 Cr
Alpha – 1 Year
11.15%
9.95%
Alpha – 3 Years
2.29%
−2.25%
Information Ratio – 3 Years
0.39
-0.39
Volatility – 1 Year
27.51%
17.14%
Volatility – 3 Years
22.70%
14.92%
Beta – 1 Year
1.48
1.04
Beta – 3 Years
1.25
1.00
Sharpe Ratio – 1 Year
0.47
0.31
Sharpe Ratio – 3 Years
0.50
0.15
Worst Rolling Year
1.64%
-6.19%
Value at Worst Rolling Year
₹1.02 Cr
₹0.94 Cr
Deepest Drawdown
−24.39%
−21.15%
Recovery Period
122 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
95.53%
Median Rolling Year
23.50%
12.72%
5-Year Rolling Windows Positive
100.00%
99.15%
Market-Cap Mix
L 12% · M 19% · S 67%
L 69% · M 12% · S 15%
Number of Stocks
17
22
Portfolio P/E
—
—
Top 5 Holdings
Apcotex Industries Ltd · 14.00%
AU Small Finance Bank Ltd · 10.22%
Praj Industries Ltd · 8.64%
P I Industries Ltd · 8.60%
Max Healthcare Institute Ltd · 8.46%
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
Capital Goods · 32.19%
Chemicals · 16.98%
Information Technology · 12.67%
Financial Services · 39.93%
Capital Goods · 17.71%
Healthcare · 13.07%
Fixed Fee
1.00% / yr
—
Performance Fee / Plan
Fixed Plan
—
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
—