Portfolio Management Services (PMS)Compare Schemes
Geojit - Freedom Portfolio vs Right Horizons - Supervalue Aggressive
Add SchemeGrowth of ₹1 Crore
Geojit - Freedom Portfolio
Right Horizons - Supervalue Aggressive
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%
2.93%
6 Months
5.53%
19.55%
1 Year
9.60%
11.69%
3 Years
6.75%
15.46%
5 Years
7.07%
—
Since Inception
13.02%
23.05%
Fund Age
14 yrs 9 mo
3 yrs 4 mo
AUM
₹179.27 Cr
₹95.08 Cr
Alpha – 1 Year
9.95%
8.71%
Alpha – 3 Years
−2.25%
3.58%
Information Ratio – 3 Years
-0.39
0.52
Volatility – 1 Year
17.14%
27.25%
Volatility – 3 Years
14.92%
23.29%
Beta – 1 Year
1.04
1.44
Beta – 3 Years
1.00
1.22
Sharpe Ratio – 1 Year
0.31
0.33
Sharpe Ratio – 3 Years
0.15
0.66
Worst Rolling Year
-6.19%
15.47%
Value at Worst Rolling Year
₹0.94 Cr
₹1.15 Cr
Deepest Drawdown
−21.15%
−32.01%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
95.53%
100.00%
Median Rolling Year
12.72%
17.67%
5-Year Rolling Windows Positive
99.15%
—
Market-Cap Mix
L 69% · M 12% · S 15%
—
Number of Stocks
22
—
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%
Sky Gold & Diamonds Ltd · 9.78%
Nuvama Wealth Management Ltd · 7.04%
KEI Industries Ltd · 5.98%
Yatharth Hospital & Trauma Care Services Ltd · 5.73%
V2 Retail Ltd · 5.11%
Top Sectors
Financial Services · 39.93%
Capital Goods · 17.71%
Healthcare · 13.07%
—
Fixed Fee
—
1.00% / yr
Performance Fee / Plan
—
20% of profit, above 8%
Exit Load (Y1 / Y2 / Y3)
—
3% / 2% / 1%