Portfolio Management Services (PMS)Compare Schemes
Geojit - Freedom Portfolio vs Right Horizons - All Seasons
Add SchemeGrowth of ₹1 Crore
Geojit - Freedom Portfolio
Right Horizons - All Seasons
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
NIFTY 50 Total Return Index · 9%
0%
10%
20%
Volatility • 3 yrs deviation
1 Month
2.33%
1.32%
6 Months
5.53%
3.83%
1 Year
9.60%
9.77%
3 Years
6.75%
13.19%
5 Years
7.07%
12.01%
Since Inception
13.02%
14.38%
Fund Age
14 yrs 9 mo
6 yrs 8 mo
AUM
₹179.27 Cr
₹42.66 Cr
Alpha – 1 Year
9.95%
3.80%
Alpha – 3 Years
−2.25%
2.30%
Information Ratio – 3 Years
-0.39
0.23
Volatility – 1 Year
17.14%
15.84%
Volatility – 3 Years
14.92%
12.64%
Beta – 1 Year
1.04
1.56
Beta – 3 Years
1.00
1.48
Sharpe Ratio – 1 Year
0.31
0.32
Sharpe Ratio – 3 Years
0.15
0.70
Worst Rolling Year
-6.19%
9.09%
Value at Worst Rolling Year
₹0.94 Cr
₹1.09 Cr
Deepest Drawdown
−21.15%
−15.18%
Recovery Period
Not yet recovered
119 days
1-Year Rolling Windows Positive
95.53%
100.00%
Median Rolling Year
12.72%
15.49%
5-Year Rolling Windows Positive
99.15%
100.00%
Market-Cap Mix
L 69% · M 12% · S 15%
L 37% · M 21% · S 27%
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%
AXIS Small Cap Fund - Direct (G) · 11.23%
Kotak Mid Cap Fund - Direct (G) · 10.51%
Mirae Asset Large Cap Fund - Direct (G) · 9.65%
ICICI Pru Balanced Advantage Fund - Dir (G) · 9.27%
Motilal Oswal Nifty Bank Index Fund - Direct (G) · 6.76%
Top Sectors
Financial Services · 39.93%
Capital Goods · 17.71%
Healthcare · 13.07%
Financial Services · 31.17%
Others · 8.92%
Capital Goods · 8.08%
Fixed Fee
—
2.50% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
2% / 1% / 0%