Portfolio Management Services (PMS)Compare Schemes
Geojit - Freedom Portfolio vs Right Horizons - India Business Leaders
Add SchemeGrowth of ₹1 Crore
Geojit - Freedom Portfolio
Right Horizons - India Business Leaders
Return for the risk
3 yrs return
0%
5%
10%
15%
NIFTY 50 Total Return Index · 9%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.33%
3.11%
6 Months
5.53%
4.12%
1 Year
9.60%
−0.25%
3 Years
6.75%
10.95%
5 Years
7.07%
10.56%
Since Inception
13.02%
10.62%
Fund Age
14 yrs 9 mo
13 yrs 8 mo
AUM
₹179.27 Cr
₹41.22 Cr
Alpha – 1 Year
9.95%
0.18%
Alpha – 3 Years
−2.25%
2.39%
Information Ratio – 3 Years
-0.39
0.52
Volatility – 1 Year
17.14%
20.61%
Volatility – 3 Years
14.92%
17.57%
Beta – 1 Year
1.04
1.24
Beta – 3 Years
1.00
1.19
Sharpe Ratio – 1 Year
0.31
-0.18
Sharpe Ratio – 3 Years
0.15
0.46
Worst Rolling Year
-6.19%
-10.52%
Value at Worst Rolling Year
₹0.94 Cr
₹0.89 Cr
Deepest Drawdown
−21.15%
−22.41%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
95.53%
93.48%
Median Rolling Year
12.72%
12.26%
5-Year Rolling Windows Positive
99.15%
99.05%
Market-Cap Mix
L 69% · M 12% · S 15%
L 70% · M 29%
Number of Stocks
22
25
Portfolio P/E
—
36.71
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%
Polycab India Ltd · 8.19%
Interglobe Aviation Ltd · 6.79%
ICICI Bank Ltd · 6.23%
Mahindra & Mahindra Ltd · 5.93%
Coforge Ltd · 5.37%
Top Sectors
Financial Services · 39.93%
Capital Goods · 17.71%
Healthcare · 13.07%
Financial Services · 25.55%
Capital Goods · 16.03%
Services · 9.28%
Fixed Fee
—
2.50% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
2% / 1% / 0%