Portfolio Management Services (PMS)Compare Schemes
BB Micro To Mega vs Geojit - Freedom Portfolio
Add SchemeGrowth of ₹1 Crore
BB Micro To Mega
Geojit - Freedom Portfolio
Return for the risk
3 yrs return
0%
5%
10%
0%
10%
20%
Volatility • 3 yrs deviation
1 Month
−0.50%
2.33%
6 Months
10.26%
5.53%
1 Year
20.10%
9.60%
3 Years
—
6.75%
5 Years
—
7.07%
Since Inception
21.53%
13.02%
Fund Age
18 mo
14 yrs 9 mo
AUM
₹79.16 Cr
₹179.27 Cr
Alpha – 1 Year
17.12%
9.95%
Alpha – 3 Years
—
−2.25%
Information Ratio – 3 Years
—
-0.39
Volatility – 1 Year
19.38%
17.14%
Volatility – 3 Years
—
14.92%
Beta – 1 Year
0.85
1.04
Beta – 3 Years
—
1.00
Sharpe Ratio – 1 Year
0.76
0.31
Sharpe Ratio – 3 Years
—
0.15
Worst Rolling Year
—
-6.19%
Value at Worst Rolling Year
—
₹0.94 Cr
Deepest Drawdown
−14.77%
−21.15%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
95.53%
Median Rolling Year
—
12.72%
5-Year Rolling Windows Positive
—
99.15%
Market-Cap Mix
L 8% · M 7% · S 61%
L 69% · M 12% · S 15%
Number of Stocks
66
22
Portfolio P/E
52.54
—
Top 5 Holdings
Bajaj Finserv Nifty 1D Rate Liquid ETF - Growth · 10.53%
Cash & Cash Equivalent · 8.45%
Welspun Corp Ltd · 4.44%
Venus Remedies Ltd · 4.32%
E2E Networks Ltd · 3.77%
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 · 29.02%
Healthcare · 8.51%
Information Technology · 7.65%
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)
3% / 2% / 1%
—