Portfolio Management Services (PMS)Compare Schemes
Geojit - Freedom Portfolio vs MOAT - Emerging Moat
Add SchemeGrowth of ₹1 Crore
Geojit - Freedom Portfolio
MOAT - Emerging Moat
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%
2.64%
6 Months
5.53%
5.29%
1 Year
9.60%
2.64%
3 Years
6.75%
8.64%
5 Years
7.07%
—
Since Inception
13.02%
12.31%
Fund Age
14 yrs 9 mo
3 yrs 11 mo
AUM
₹179.27 Cr
₹56.94 Cr
Alpha – 1 Year
9.95%
−2.08%
Alpha – 3 Years
−2.25%
−3.45%
Information Ratio – 3 Years
-0.39
-0.33
Volatility – 1 Year
17.14%
19.56%
Volatility – 3 Years
14.92%
17.76%
Beta – 1 Year
1.04
1.08
Beta – 3 Years
1.00
1.07
Sharpe Ratio – 1 Year
0.31
-0.05
Sharpe Ratio – 3 Years
0.15
0.31
Worst Rolling Year
-6.19%
8.64%
Value at Worst Rolling Year
₹0.94 Cr
₹1.09 Cr
Deepest Drawdown
−21.15%
−25.57%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
95.53%
100.00%
Median Rolling Year
12.72%
14.83%
5-Year Rolling Windows Positive
99.15%
—
Market-Cap Mix
L 69% · M 12% · S 15%
—
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%
Hero MotoCorp Ltd · 5.25%
Kajaria Ceramics Ltd · 5.12%
State Bank of India · 4.44%
Sheela Foam Ltd · 3.76%
Pidilite Industries Ltd · 3.36%
Top Sectors
Financial Services · 39.93%
Capital Goods · 17.71%
Healthcare · 13.07%
—
Fixed Fee
—
2.00% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
0% / 0% / 0%