Portfolio Management Services (PMS)Compare Schemes
Geojit - Freedom Portfolio vs Invesco - Challengers
Add SchemeGrowth of ₹1 Crore
Geojit - Freedom Portfolio
Invesco - Challengers
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
NIFTY 50 Total Return Index · 9%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.33%
1.41%
6 Months
5.53%
13.18%
1 Year
9.60%
2.91%
3 Years
6.75%
14.27%
5 Years
7.07%
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Since Inception
13.02%
11.83%
Fund Age
14 yrs 9 mo
4 yrs 11 mo
AUM
₹179.27 Cr
₹31.01 Cr
Alpha – 1 Year
9.95%
−1.81%
Alpha – 3 Years
−2.25%
2.18%
Information Ratio – 3 Years
-0.39
0.24
Volatility – 1 Year
17.14%
18.67%
Volatility – 3 Years
14.92%
17.11%
Beta – 1 Year
1.04
0.97
Beta – 3 Years
1.00
0.95
Sharpe Ratio – 1 Year
0.31
-0.04
Sharpe Ratio – 3 Years
0.15
0.56
Worst Rolling Year
-6.19%
12.64%
Value at Worst Rolling Year
₹0.94 Cr
₹1.13 Cr
Deepest Drawdown
−21.15%
−24.73%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
95.53%
100.00%
Median Rolling Year
12.72%
17.60%
5-Year Rolling Windows Positive
99.15%
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Market-Cap Mix
L 69% · M 12% · S 15%
L 37% · M 30% · S 33%
Number of Stocks
22
26
Portfolio P/E
—
54.84
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%
Bharti Airtel Ltd · 8.21%
ICICI Bank Ltd · 7.23%
TVS Motor Company Ltd · 5.81%
Sedemac Mechatronics Ltd · 5.23%
Aditya Vision Ltd · 4.93%
Top Sectors
Financial Services · 39.93%
Capital Goods · 17.71%
Healthcare · 13.07%
Financial Services · 30.23%
Automobile and Auto Components · 14.75%
Healthcare · 12.69%
Fixed Fee
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Performance Fee / Plan
—
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Exit Load (Y1 / Y2 / Y3)
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