Portfolio Management Services (PMS)Compare Schemes
Geojit - Freedom Portfolio vs Right Horizons - Alphabots India 100
Add SchemeGrowth of ₹1 Crore
Geojit - Freedom Portfolio
Right Horizons - Alphabots India 100
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%
4.29%
6 Months
5.53%
2.17%
1 Year
9.60%
7.07%
3 Years
6.75%
15.12%
5 Years
7.07%
—
Since Inception
13.02%
19.80%
Fund Age
14 yrs 9 mo
7 yrs 3 mo
AUM
₹179.27 Cr
₹7.19 Cr
Alpha – 1 Year
9.95%
7.50%
Alpha – 3 Years
−2.25%
6.56%
Information Ratio – 3 Years
-0.39
1.22
Volatility – 1 Year
17.14%
19.38%
Volatility – 3 Years
14.92%
16.31%
Beta – 1 Year
1.04
1.18
Beta – 3 Years
1.00
1.13
Sharpe Ratio – 1 Year
0.31
0.17
Sharpe Ratio – 3 Years
0.15
0.62
Worst Rolling Year
-6.19%
14.31%
Value at Worst Rolling Year
₹0.94 Cr
₹1.14 Cr
Deepest Drawdown
−21.15%
−17.66%
Recovery Period
Not yet recovered
308 days
1-Year Rolling Windows Positive
95.53%
100.00%
Median Rolling Year
12.72%
16.29%
5-Year Rolling Windows Positive
99.15%
—
Market-Cap Mix
L 69% · M 12% · S 15%
L 73% · M 25%
Number of Stocks
22
100
Portfolio P/E
—
27.01
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 · 3.69%
IDFC First Bank Ltd · 3.57%
Cholamandalam Investment & Finance Company Ltd · 3.50%
IndusInd Bank Ltd · 3.03%
Asian Paints Ltd · 2.92%
Top Sectors
Financial Services · 39.93%
Capital Goods · 17.71%
Healthcare · 13.07%
Financial Services · 32.97%
Capital Goods · 9.55%
Automobile and Auto Components · 9.39%
Fixed Fee
—
2.50% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
2% / 1% / –