Portfolio Management Services (PMS)Compare Schemes
Geojit - Freedom Portfolio vs Incred Active Momentum Strategy
Add SchemeGrowth of ₹1 Crore
Geojit - Freedom Portfolio
Incred Active Momentum Strategy
Return for the risk
3 yrs return
0%
5%
10%
15%
NIFTY 50 Total Return Index · 9%
0%
10%
20%
Volatility • 3 yrs deviation
1 Month
2.33%
2.70%
6 Months
5.53%
4.80%
1 Year
9.60%
0.40%
3 Years
6.75%
—
5 Years
7.07%
—
Since Inception
13.02%
2.40%
Fund Age
14 yrs 9 mo
17 mo
AUM
₹179.27 Cr
₹16.3 Cr
Alpha – 1 Year
9.95%
−2.60%
Alpha – 3 Years
−2.25%
—
Information Ratio – 3 Years
-0.39
—
Volatility – 1 Year
17.14%
17.55%
Volatility – 3 Years
14.92%
—
Beta – 1 Year
1.04
0.97
Beta – 3 Years
1.00
—
Sharpe Ratio – 1 Year
0.31
-0.19
Sharpe Ratio – 3 Years
0.15
—
Worst Rolling Year
-6.19%
—
Value at Worst Rolling Year
₹0.94 Cr
—
Deepest Drawdown
−21.15%
−14.81%
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 69% · M 12% · S 15%
L 61% · M 36%
Number of Stocks
22
25
Portfolio P/E
—
33.22
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%
Marico Ltd · 7.29%
Jindal Steel Ltd · 5.98%
JSW Steel Ltd · 5.94%
Bajaj Auto Ltd · 5.88%
Federal Bank Ltd · 5.78%
Top Sectors
Financial Services · 39.93%
Capital Goods · 17.71%
Healthcare · 13.07%
Metals & Mining · 24.69%
Financial Services · 16.70%
Capital Goods · 14.19%
Fixed Fee
—
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Performance Fee / Plan
—
—
Exit Load (Y1 / Y2 / Y3)
—
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