Portfolio Management Services (PMS)Compare Schemes
Equitree - Emerging Opportunities vs Geojit - Freedom Portfolio
Add SchemeGrowth of ₹1 Crore
Equitree - Emerging Opportunities
Geojit - Freedom Portfolio
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
25%
Nifty 500 · 11.9%
0%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
−3.81%
2.33%
6 Months
10.86%
5.53%
1 Year
−4.49%
9.60%
3 Years
22.00%
6.75%
5 Years
21.09%
7.07%
Since Inception
7.35%
13.02%
Fund Age
8 yrs 9 mo
14 yrs 9 mo
AUM
₹1,454.75 Cr
₹179.27 Cr
Alpha – 1 Year
−7.47%
9.95%
Alpha – 3 Years
10.11%
−2.25%
Information Ratio – 3 Years
0.32
-0.39
Volatility – 1 Year
31.30%
17.14%
Volatility – 3 Years
27.30%
14.92%
Beta – 1 Year
1.42
1.04
Beta – 3 Years
1.22
1.00
Sharpe Ratio – 1 Year
-0.18
0.31
Sharpe Ratio – 3 Years
0.66
0.15
Worst Rolling Year
-30.88%
-6.19%
Value at Worst Rolling Year
₹0.69 Cr
₹0.94 Cr
Deepest Drawdown
−34.06%
−21.15%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
83.55%
95.53%
Median Rolling Year
31.74%
12.72%
5-Year Rolling Windows Positive
82.61%
99.15%
Market-Cap Mix
L 0% · S 88%
L 69% · M 12% · S 15%
Number of Stocks
—
22
Portfolio P/E
—
—
Top 5 Holdings
Cash & Cash Equivalent · 16.58%
Shakti Pumps (India) Ltd · 13.38%
S P Apparels Ltd · 7.10%
Shree Pushkar Chemicals & Fertilizers Ltd · 6.77%
Talbros Automotive Components Ltd · 5.91%
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 · 39.93%
Capital Goods · 17.71%
Healthcare · 13.07%
Fixed Fee
2.00% / yr
—
Performance Fee / Plan
20% of profit, above 0%
—
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
—