Portfolio Management Services (PMS)Compare Schemes
Geojit - Freedom Portfolio vs Marcellus - Little Champs
Add SchemeGrowth of ₹1 Crore
Geojit - Freedom Portfolio
Marcellus - Little Champs
Return for the risk
3 yrs return
-5%
0%
5%
10%
15%
NIFTY 50 Total Return Index · 9%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.33%
0.36%
6 Months
5.53%
5.01%
1 Year
9.60%
−5.33%
3 Years
6.75%
1.25%
5 Years
7.07%
−1.56%
Since Inception
13.02%
10.94%
Fund Age
14 yrs 9 mo
6 yrs 11 mo
AUM
₹179.27 Cr
₹122.91 Cr
Alpha – 1 Year
9.95%
−8.31%
Alpha – 3 Years
−2.25%
−10.64%
Information Ratio – 3 Years
-0.39
-0.98
Volatility – 1 Year
17.14%
16.35%
Volatility – 3 Years
14.92%
16.88%
Beta – 1 Year
1.04
0.87
Beta – 3 Years
1.00
0.86
Sharpe Ratio – 1 Year
0.31
-0.59
Sharpe Ratio – 3 Years
0.15
-0.17
Worst Rolling Year
-6.19%
-5.79%
Value at Worst Rolling Year
₹0.94 Cr
₹0.94 Cr
Deepest Drawdown
−21.15%
−20.60%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
95.53%
54.01%
Median Rolling Year
12.72%
1.42%
5-Year Rolling Windows Positive
99.15%
83.33%
Market-Cap Mix
L 69% · M 12% · S 15%
M 4% · S 79%
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%
Ultramarine & Pigments Ltd
L T Foods Ltd
Garware Technical Fibres Ltd
Natco Pharma Ltd
CMS Info Systems Ltd
Top Sectors
Financial Services · 39.93%
Capital Goods · 17.71%
Healthcare · 13.07%
—
Fixed Fee
—
0.00% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
3% / 2% / 1%