Portfolio Management Services (PMS)Compare Schemes
Geojit - Freedom Portfolio vs Karma - Wealth Builder
Add SchemeGrowth of ₹1 Crore
Geojit - Freedom Portfolio
Karma - Wealth Builder
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%
4.30%
6 Months
5.53%
9.50%
1 Year
9.60%
10.30%
3 Years
6.75%
13.40%
5 Years
7.07%
13.85%
Since Inception
13.02%
12.90%
Fund Age
14 yrs 9 mo
19 yrs 8 mo
AUM
₹179.27 Cr
₹295.65 Cr
Alpha – 1 Year
9.95%
5.60%
Alpha – 3 Years
−2.25%
1.30%
Information Ratio – 3 Years
-0.39
0.46
Volatility – 1 Year
17.14%
20.18%
Volatility – 3 Years
14.92%
17.30%
Beta – 1 Year
1.04
1.09
Beta – 3 Years
1.00
1.05
Sharpe Ratio – 1 Year
0.31
0.32
Sharpe Ratio – 3 Years
0.15
0.49
Worst Rolling Year
-6.19%
-20.52%
Value at Worst Rolling Year
₹0.94 Cr
₹0.79 Cr
Deepest Drawdown
−21.15%
−12.92%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
95.53%
82.46%
Median Rolling Year
12.72%
16.95%
5-Year Rolling Windows Positive
99.15%
98.31%
Market-Cap Mix
L 69% · M 12% · S 15%
L 21% · M 15% · S 62%
Number of Stocks
22
—
Portfolio P/E
—
—
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%
Jubilant Pharmova Ltd · 6.90%
Alivus Life Sciences Ltd · 6.80%
Varroc Engineering Ltd · 6.50%
Sansera Engineering Ltd · 6.40%
Tata Motors Ltd · 5.50%
Top Sectors
Financial Services · 39.93%
Capital Goods · 17.71%
Healthcare · 13.07%
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Fixed Fee
—
2.50% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
1% / – / –