Portfolio Management Services (PMS)Compare Schemes
Composite India - Emerging Star Fund vs Geojit - Freedom Portfolio
Add SchemeGrowth of ₹1 Crore
Composite India - Emerging Star Fund
Geojit - Freedom Portfolio
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
Nifty 500 · 11.8%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
5.76%
2.33%
6 Months
25.00%
5.53%
1 Year
17.14%
9.60%
3 Years
16.20%
6.75%
5 Years
15.34%
7.07%
Since Inception
19.60%
13.02%
Fund Age
7 yrs 3 mo
14 yrs 9 mo
AUM
₹127.23 Cr
₹179.27 Cr
Alpha – 1 Year
12.42%
9.95%
Alpha – 3 Years
4.43%
−2.25%
Information Ratio – 3 Years
0.38
-0.39
Volatility – 1 Year
23.12%
17.14%
Volatility – 3 Years
20.20%
14.92%
Beta – 1 Year
1.18
1.04
Beta – 3 Years
1.05
1.00
Sharpe Ratio – 1 Year
0.56
0.31
Sharpe Ratio – 3 Years
0.61
0.15
Worst Rolling Year
13.55%
-6.19%
Value at Worst Rolling Year
₹1.14 Cr
₹0.94 Cr
Deepest Drawdown
−26.74%
−21.15%
Recovery Period
143 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
95.53%
Median Rolling Year
20.50%
12.72%
5-Year Rolling Windows Positive
100.00%
99.15%
Market-Cap Mix
L 26% · M 19% · S 50%
L 69% · M 12% · S 15%
Number of Stocks
101
22
Portfolio P/E
52.20
—
Top 5 Holdings
Windlas Biotech Ltd · 5.85%
Apollo Hospitals Enterprise Ltd · 5.74%
Thyrocare Technologies Ltd · 5.53%
Bharti Airtel Ltd · 3.99%
Radico Khaitan Ltd · 3.86%
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
Healthcare · 27.30%
Financial Services · 21.91%
Capital Goods · 16.82%
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%
—