Portfolio Management Services (PMS)Compare Schemes
Geojit - Freedom Portfolio vs Oro-alpha compounders
Add SchemeGrowth of ₹1 Crore
Geojit - Freedom Portfolio
Oro-alpha compounders
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
NIFTY 50 Total Return Index · 9%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.33%
2.98%
6 Months
5.53%
−0.13%
1 Year
9.60%
−2.80%
3 Years
6.75%
13.20%
5 Years
7.07%
—
Since Inception
13.02%
13.51%
Fund Age
14 yrs 9 mo
3 yrs 8 mo
AUM
₹179.27 Cr
₹30.6 Cr
Alpha – 1 Year
9.95%
−5.78%
Alpha – 3 Years
−2.25%
1.30%
Information Ratio – 3 Years
-0.39
0.16
Volatility – 1 Year
17.14%
16.62%
Volatility – 3 Years
14.92%
16.99%
Beta – 1 Year
1.04
0.93
Beta – 3 Years
1.00
1.05
Sharpe Ratio – 1 Year
0.31
-0.42
Sharpe Ratio – 3 Years
0.15
0.50
Worst Rolling Year
-6.19%
13.00%
Value at Worst Rolling Year
₹0.94 Cr
₹1.13 Cr
Deepest Drawdown
−21.15%
−20.23%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
95.53%
100.00%
Median Rolling Year
12.72%
17.04%
5-Year Rolling Windows Positive
99.15%
—
Market-Cap Mix
L 69% · M 12% · S 15%
L 44% · M 26% · S 17%
Number of Stocks
22
24
Portfolio P/E
—
32.10
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%
Cash & Cash Equivalent · 12.60%
HDFC Bank Ltd · 4.89%
Bharat Electronics Ltd · 4.63%
Shriram Finance Ltd · 4.62%
Oil India Ltd · 4.57%
Top Sectors
Financial Services · 39.93%
Capital Goods · 17.71%
Healthcare · 13.07%
Financial Services · 17.33%
Capital Goods · 15.46%
Information Technology · 9.89%
Fixed Fee
—
1.00% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
0% / 0% / 0%