Portfolio Management Services (PMS)Compare Schemes
Geojit - Freedom Portfolio vs Himalaya - EverFlow India Opportunities
Add SchemeGrowth of ₹1 Crore
Geojit - Freedom Portfolio
Himalaya - EverFlow India Opportunities
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
25%
NIFTY 50 Total Return Index · 9%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.33%
2.85%
6 Months
5.53%
22.81%
1 Year
9.60%
15.74%
3 Years
6.75%
19.34%
5 Years
7.07%
—
Since Inception
13.02%
24.49%
Fund Age
14 yrs 9 mo
3 yrs 3 mo
AUM
₹179.27 Cr
₹446.96 Cr
Alpha – 1 Year
9.95%
11.02%
Alpha – 3 Years
−2.25%
7.25%
Information Ratio – 3 Years
-0.39
0.86
Volatility – 1 Year
17.14%
23.09%
Volatility – 3 Years
14.92%
17.79%
Beta – 1 Year
1.04
1.11
Beta – 3 Years
1.00
0.93
Sharpe Ratio – 1 Year
0.31
0.51
Sharpe Ratio – 3 Years
0.15
0.79
Worst Rolling Year
-6.19%
19.32%
Value at Worst Rolling Year
₹0.94 Cr
₹1.19 Cr
Deepest Drawdown
−21.15%
−18.72%
Recovery Period
Not yet recovered
46 days
1-Year Rolling Windows Positive
95.53%
100.00%
Median Rolling Year
12.72%
21.74%
5-Year Rolling Windows Positive
99.15%
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Market-Cap Mix
L 69% · M 12% · S 15%
L 19% · S 80%
Number of Stocks
22
30
Portfolio P/E
—
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Top 5 Holdings
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%
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Top Sectors
Financial Services · 39.93%
Capital Goods · 17.71%
Healthcare · 13.07%
Financial Services · 25.49%
Healthcare · 24.18%
Consumer Services · 12.89%
Fixed Fee
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Performance Fee / Plan
—
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Exit Load (Y1 / Y2 / Y3)
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