Portfolio Management Services (PMS)Compare Schemes
Geojit - Freedom Portfolio vs Motilal Oswal-Founders
Add SchemeGrowth of ₹1 Crore
Geojit - Freedom Portfolio
Motilal Oswal-Founders
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
25%
NIFTY 50 Total Return Index · 9%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.33%
0.25%
6 Months
5.53%
15.19%
1 Year
9.60%
3.21%
3 Years
6.75%
19.65%
5 Years
7.07%
—
Since Inception
13.02%
25.09%
Fund Age
14 yrs 9 mo
3 yrs 5 mo
AUM
₹179.27 Cr
₹4,148.34 Cr
Alpha – 1 Year
9.95%
0.23%
Alpha – 3 Years
−2.25%
7.77%
Information Ratio – 3 Years
-0.39
0.62
Volatility – 1 Year
17.14%
21.54%
Volatility – 3 Years
14.92%
22.15%
Beta – 1 Year
1.04
1.06
Beta – 3 Years
1.00
1.15
Sharpe Ratio – 1 Year
0.31
-0.01
Sharpe Ratio – 3 Years
0.15
0.68
Worst Rolling Year
-6.19%
19.49%
Value at Worst Rolling Year
₹0.94 Cr
₹1.19 Cr
Deepest Drawdown
−21.15%
−27.91%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
95.53%
100.00%
Median Rolling Year
12.72%
21.76%
5-Year Rolling Windows Positive
99.15%
—
Market-Cap Mix
L 69% · M 12% · S 15%
L 26% · M 35% · S 37%
Number of Stocks
22
26
Portfolio P/E
—
55.82
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%
Eternal Ltd · 5.70%
Ather Energy Ltd · 5.24%
Shriram Finance Ltd · 5.04%
PTC Industries Ltd · 4.99%
One 97 Communications Ltd · 4.88%
Top Sectors
Financial Services · 39.93%
Capital Goods · 17.71%
Healthcare · 13.07%
Capital Goods · 28.96%
Financial Services · 21.55%
Consumer Services · 8.59%
Fixed Fee
—
2.50% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
2% / 0% / 0%