Portfolio Management Services (PMS)Compare Schemes
Geojit - Freedom Portfolio vs MASK Prime Picks
Add SchemeGrowth of ₹1 Crore
Geojit - Freedom Portfolio
MASK Prime Picks
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%
1.74%
6 Months
5.53%
3.03%
1 Year
9.60%
3.99%
3 Years
6.75%
8.85%
5 Years
7.07%
8.35%
Since Inception
13.02%
10.50%
Fund Age
14 yrs 9 mo
8 yrs 2 mo
AUM
₹179.27 Cr
₹274.26 Cr
Alpha – 1 Year
9.95%
−0.73%
Alpha – 3 Years
−2.25%
−3.23%
Information Ratio – 3 Years
-0.39
-0.72
Volatility – 1 Year
17.14%
15.72%
Volatility – 3 Years
14.92%
15.15%
Beta – 1 Year
1.04
0.89
Beta – 3 Years
1.00
0.94
Sharpe Ratio – 1 Year
0.31
-0.08
Sharpe Ratio – 3 Years
0.15
0.27
Worst Rolling Year
-6.19%
7.13%
Value at Worst Rolling Year
₹0.94 Cr
₹1.07 Cr
Deepest Drawdown
−21.15%
−20.31%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
95.53%
100.00%
Median Rolling Year
12.72%
15.28%
5-Year Rolling Windows Positive
99.15%
100.00%
Market-Cap Mix
L 69% · M 12% · S 15%
L 48% · M 27% · S 18%
Number of Stocks
22
40
Portfolio P/E
—
30.14
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%
ICICI Bank Ltd · 4.71%
Reliance Industries Ltd · 4.51%
Bajaj Finance Ltd · 3.95%
Larsen & Toubro Ltd · 3.84%
HDFC Bank Ltd · 3.83%
Top Sectors
Financial Services · 39.93%
Capital Goods · 17.71%
Healthcare · 13.07%
Financial Services · 31.99%
Consumer Durables · 12.01%
Automobile and Auto Components · 8.57%
Fixed Fee
—
2.00% / yr
Performance Fee / Plan
—
0% of profit
Exit Load (Y1 / Y2 / Y3)
—
0% / 0% / 0%