Portfolio Management Services (PMS)Compare Schemes
Geojit - Freedom Portfolio vs KEDIA - Multi Cap
Add SchemeGrowth of ₹1 Crore
Geojit - Freedom Portfolio
KEDIA - Multi Cap
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%
2.23%
6 Months
5.53%
7.97%
1 Year
9.60%
6.21%
3 Years
6.75%
12.78%
5 Years
7.07%
14.19%
Since Inception
13.02%
16.41%
Fund Age
14 yrs 9 mo
7 yrs 3 mo
AUM
₹179.27 Cr
₹115.97 Cr
Alpha – 1 Year
9.95%
1.49%
Alpha – 3 Years
−2.25%
0.69%
Information Ratio – 3 Years
-0.39
0.20
Volatility – 1 Year
17.14%
15.75%
Volatility – 3 Years
14.92%
15.69%
Beta – 1 Year
1.04
0.82
Beta – 3 Years
1.00
0.88
Sharpe Ratio – 1 Year
0.31
0.12
Sharpe Ratio – 3 Years
0.15
0.51
Worst Rolling Year
-6.19%
11.84%
Value at Worst Rolling Year
₹0.94 Cr
₹1.12 Cr
Deepest Drawdown
−21.15%
−23.37%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
95.53%
100.00%
Median Rolling Year
12.72%
21.02%
5-Year Rolling Windows Positive
99.15%
100.00%
Market-Cap Mix
L 69% · M 12% · S 15%
—
Number of Stocks
22
35
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%
—
Top Sectors
Financial Services · 39.93%
Capital Goods · 17.71%
Healthcare · 13.07%
—
Fixed Fee
—
1.00% / yr
Performance Fee / Plan
—
20% of profit, above 10%
Exit Load (Y1 / Y2 / Y3)
—
0% / 0% / 0%