Portfolio Management Services (PMS)Compare Schemes
Geojit - Freedom Portfolio vs Right Horizons - Alphabots Midcap 29
Add SchemeGrowth of ₹1 Crore
Geojit - Freedom Portfolio
Right Horizons - Alphabots Midcap 29
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%
3.12%
6 Months
5.53%
8.08%
1 Year
9.60%
10.16%
3 Years
6.75%
15.60%
5 Years
7.07%
—
Since Inception
13.02%
19.84%
Fund Age
14 yrs 9 mo
6 yrs 11 mo
AUM
₹179.27 Cr
₹3.18 Cr
Alpha – 1 Year
9.95%
7.18%
Alpha – 3 Years
−2.25%
3.72%
Information Ratio – 3 Years
-0.39
0.60
Volatility – 1 Year
17.14%
19.93%
Volatility – 3 Years
14.92%
18.09%
Beta – 1 Year
1.04
1.12
Beta – 3 Years
1.00
1.14
Sharpe Ratio – 1 Year
0.31
0.31
Sharpe Ratio – 3 Years
0.15
0.60
Worst Rolling Year
-6.19%
14.68%
Value at Worst Rolling Year
₹0.94 Cr
₹1.15 Cr
Deepest Drawdown
−21.15%
−19.38%
Recovery Period
Not yet recovered
493 days
1-Year Rolling Windows Positive
95.53%
100.00%
Median Rolling Year
12.72%
16.30%
5-Year Rolling Windows Positive
99.15%
—
Market-Cap Mix
L 69% · M 12% · S 15%
L 31% · M 55% · S 12%
Number of Stocks
22
29
Portfolio P/E
—
38.53
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%
Shriram Finance Ltd · 8.48%
Indian Hotels Co Ltd · 6.75%
Bharat Electronics Ltd · 6.54%
Laurus Labs Ltd · 6.00%
Federal Bank Ltd · 5.23%
Top Sectors
Financial Services · 39.93%
Capital Goods · 17.71%
Healthcare · 13.07%
Financial Services · 28.26%
Healthcare · 13.31%
Consumer Services · 11.45%
Fixed Fee
—
2.50% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
2% / 1% / –