Portfolio Management Services (PMS)Compare Schemes
Geojit - Freedom Portfolio vs Lakewater Advisors - India Growth
Add SchemeGrowth of ₹1 Crore
Geojit - Freedom Portfolio
Lakewater Advisors - India Growth
Return for the risk
3 yrs return
0%
5%
10%
15%
NIFTY 50 Total Return Index · 9%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.33%
−5.12%
6 Months
5.53%
10.94%
1 Year
9.60%
14.16%
3 Years
6.75%
7.74%
5 Years
7.07%
3.22%
Since Inception
13.02%
10.15%
Fund Age
14 yrs 9 mo
7 yrs 2 mo
AUM
₹179.27 Cr
₹34.95 Cr
Alpha – 1 Year
9.95%
14.51%
Alpha – 3 Years
−2.25%
−1.26%
Information Ratio – 3 Years
-0.39
-0.10
Volatility – 1 Year
17.14%
25.75%
Volatility – 3 Years
14.92%
17.58%
Beta – 1 Year
1.04
1.43
Beta – 3 Years
1.00
1.06
Sharpe Ratio – 1 Year
0.31
0.43
Sharpe Ratio – 3 Years
0.15
0.21
Worst Rolling Year
-6.19%
-2.37%
Value at Worst Rolling Year
₹0.94 Cr
₹0.98 Cr
Deepest Drawdown
−21.15%
−19.75%
Recovery Period
Not yet recovered
57 days
1-Year Rolling Windows Positive
95.53%
96.22%
Median Rolling Year
12.72%
9.45%
5-Year Rolling Windows Positive
99.15%
100.00%
Market-Cap Mix
L 69% · M 12% · S 15%
L 41% · M 32% · S 26%
Number of Stocks
22
19
Portfolio P/E
—
40.21
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%
Bajaj Finance Ltd · 34.06%
P I Industries Ltd · 6.98%
Top Sectors
Financial Services · 39.93%
Capital Goods · 17.71%
Healthcare · 13.07%
Financial Services · 22.79%
Metals & Mining · 16.86%
Construction Materials · 10.41%
Fixed Fee
—
2.00% / yr
Performance Fee / Plan
—
2% of profit
Exit Load (Y1 / Y2 / Y3)
—
0% / 0% / 0%