Portfolio Management Services (PMS)Compare Schemes
Geojit - Freedom Portfolio vs Motilal Oswal - Mid to Mega strategy
Add SchemeGrowth of ₹1 Crore
Geojit - Freedom Portfolio
Motilal Oswal - Mid to Mega strategy
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
25%
30%
NIFTY 50 Total Return Index · 9%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.33%
4.17%
6 Months
5.53%
19.62%
1 Year
9.60%
12.19%
3 Years
6.75%
23.51%
5 Years
7.07%
13.96%
Since Inception
13.02%
23.13%
Fund Age
14 yrs 9 mo
6 yrs 7 mo
AUM
₹179.27 Cr
₹2,332.81 Cr
Alpha – 1 Year
9.95%
9.21%
Alpha – 3 Years
−2.25%
11.63%
Information Ratio – 3 Years
-0.39
0.83
Volatility – 1 Year
17.14%
26.11%
Volatility – 3 Years
14.92%
21.82%
Beta – 1 Year
1.04
1.32
Beta – 3 Years
1.00
1.14
Sharpe Ratio – 1 Year
0.31
0.33
Sharpe Ratio – 3 Years
0.15
0.83
Worst Rolling Year
-6.19%
12.50%
Value at Worst Rolling Year
₹0.94 Cr
₹1.13 Cr
Deepest Drawdown
−21.15%
−24.27%
Recovery Period
Not yet recovered
461 days
1-Year Rolling Windows Positive
95.53%
100.00%
Median Rolling Year
12.72%
23.13%
5-Year Rolling Windows Positive
99.15%
100.00%
Market-Cap Mix
L 69% · M 12% · S 15%
L 14% · M 33% · S 52%
Number of Stocks
22
33
Portfolio P/E
—
52.72
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%
Coforge Ltd · 6.08%
Five-Star Business Finance Ltd · 5.74%
Navin Fluorine International Ltd · 3.82%
Kalyan Jewellers India Ltd · 3.62%
TD Power Systems Ltd · 3.62%
Top Sectors
Financial Services · 39.93%
Capital Goods · 17.71%
Healthcare · 13.07%
Financial Services · 28.12%
Consumer Durables · 14.39%
Capital Goods · 12.93%
Fixed Fee
—
2.50% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
2% / 0% / 0%