Portfolio Management Services (PMS)Compare Schemes
Geojit - Freedom Portfolio vs Sanctum Wealth - Indian Olympians
Add SchemeGrowth of ₹1 Crore
Geojit - Freedom Portfolio
Sanctum Wealth - Indian Olympians
Return for the risk
3 yrs return
0%
5%
10%
15%
NIFTY 50 Total Return Index · 9%
0%
10%
20%
Volatility • 3 yrs deviation
1 Month
2.33%
1.47%
6 Months
5.53%
5.42%
1 Year
9.60%
9.64%
3 Years
6.75%
10.36%
5 Years
7.07%
7.75%
Since Inception
13.02%
11.08%
Fund Age
14 yrs 9 mo
9 yrs 11 mo
AUM
₹179.27 Cr
₹66.05 Cr
Alpha – 1 Year
9.95%
9.99%
Alpha – 3 Years
−2.25%
1.36%
Information Ratio – 3 Years
-0.39
0.51
Volatility – 1 Year
17.14%
17.05%
Volatility – 3 Years
14.92%
14.23%
Beta – 1 Year
1.04
1.05
Beta – 3 Years
1.00
1.00
Sharpe Ratio – 1 Year
0.31
0.31
Sharpe Ratio – 3 Years
0.15
0.40
Worst Rolling Year
-6.19%
0.57%
Value at Worst Rolling Year
₹0.94 Cr
₹1.01 Cr
Deepest Drawdown
−21.15%
−17.08%
Recovery Period
Not yet recovered
233 days
1-Year Rolling Windows Positive
95.53%
99.96%
Median Rolling Year
12.72%
11.79%
5-Year Rolling Windows Positive
99.15%
100.00%
Market-Cap Mix
L 69% · M 12% · S 15%
L 84% · M 12%
Number of Stocks
22
23
Portfolio P/E
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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%
ICICI Bank Ltd · 8.67%
Reliance Industries Ltd · 7.12%
HDFC Bank Ltd · 5.46%
Bajaj Finance Ltd · 5.30%
Bharti Airtel Ltd · 5.01%
Top Sectors
Financial Services · 39.93%
Capital Goods · 17.71%
Healthcare · 13.07%
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Fixed Fee
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Performance Fee / Plan
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Exit Load (Y1 / Y2 / Y3)
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