Portfolio Management Services (PMS)Compare Schemes
Geojit - Freedom Portfolio vs Ksema - Future Frontier Portfolio
Add SchemeGrowth of ₹1 Crore
Geojit - Freedom Portfolio
Ksema - Future Frontier Portfolio
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%
3.35%
6 Months
5.53%
27.55%
1 Year
9.60%
—
3 Years
6.75%
—
5 Years
7.07%
—
Since Inception
13.02%
23.98%
Fund Age
14 yrs 9 mo
7 mo
AUM
₹179.27 Cr
₹3.83 Cr
Alpha – 1 Year
9.95%
—
Alpha – 3 Years
−2.25%
—
Information Ratio – 3 Years
-0.39
—
Volatility – 1 Year
17.14%
—
Volatility – 3 Years
14.92%
—
Beta – 1 Year
1.04
—
Beta – 3 Years
1.00
—
Sharpe Ratio – 1 Year
0.31
—
Sharpe Ratio – 3 Years
0.15
—
Worst Rolling Year
-6.19%
—
Value at Worst Rolling Year
₹0.94 Cr
—
Deepest Drawdown
−21.15%
—
Recovery Period
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 18% · M 24% · S 55%
Number of Stocks
22
32
Portfolio P/E
—
49.25
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%
Paras Defence and Space Technologies Ltd · 4.69%
E2E Networks Ltd · 4.32%
Saregama India Ltd · 4.09%
Kaynes Technology India Ltd · 4.02%
Dixon Technologies (India) Ltd · 4.00%
Top Sectors
Financial Services · 39.93%
Capital Goods · 17.71%
Healthcare · 13.07%
Capital Goods · 38.89%
Information Technology · 33.22%
Consumer Durables · 7.20%
Fixed Fee
—
2.50% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
3% / 2% / 1%