Portfolio Management Services (PMS)Compare Schemes
Geojit - Freedom Portfolio vs Piper Serica Advisors - Leader Portfolio
Add SchemeGrowth of ₹1 Crore
Geojit - Freedom Portfolio
Piper Serica Advisors - Leader Portfolio
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%
3.10%
6 Months
5.53%
24.70%
1 Year
9.60%
21.80%
3 Years
6.75%
16.46%
5 Years
7.07%
12.29%
Since Inception
13.02%
17.31%
Fund Age
14 yrs 9 mo
7 yrs 2 mo
AUM
₹179.27 Cr
₹328.39 Cr
Alpha – 1 Year
9.95%
22.15%
Alpha – 3 Years
−2.25%
7.46%
Information Ratio – 3 Years
-0.39
1.55
Volatility – 1 Year
17.14%
22.56%
Volatility – 3 Years
14.92%
18.01%
Beta – 1 Year
1.04
1.10
Beta – 3 Years
1.00
0.98
Sharpe Ratio – 1 Year
0.31
0.85
Sharpe Ratio – 3 Years
0.15
1.07
Worst Rolling Year
-6.19%
7.49%
Value at Worst Rolling Year
₹0.94 Cr
₹1.07 Cr
Deepest Drawdown
−21.15%
−21.44%
Recovery Period
Not yet recovered
123 days
1-Year Rolling Windows Positive
95.53%
100.00%
Median Rolling Year
12.72%
17.12%
5-Year Rolling Windows Positive
99.15%
100.00%
Market-Cap Mix
L 69% · M 12% · S 15%
—
Number of Stocks
22
16
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%
Cartrade Tech Ltd · 9.52%
Syrma SGS Technology Ltd · 8.27%
Fusion Finance Ltd · 8.07%
Senores Pharmaceuticals Ltd · 7.85%
Cash & Cash Equivalent · 6.18%
Top Sectors
Financial Services · 39.93%
Capital Goods · 17.71%
Healthcare · 13.07%
—
Fixed Fee
—
2.50% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
2% / 1% / 1%