Portfolio Management Services (PMS)Compare Schemes
Geojit - Freedom Portfolio vs Sanctum Wealth - Indian Titans
Add SchemeGrowth of ₹1 Crore
Geojit - Freedom Portfolio
Sanctum Wealth - Indian Titans
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%
1.73%
6 Months
5.53%
7.38%
1 Year
9.60%
6.08%
3 Years
6.75%
8.22%
5 Years
7.07%
7.99%
Since Inception
13.02%
12.63%
Fund Age
14 yrs 9 mo
9 yrs 9 mo
AUM
₹179.27 Cr
₹145.75 Cr
Alpha – 1 Year
9.95%
1.36%
Alpha – 3 Years
−2.25%
−3.87%
Information Ratio – 3 Years
-0.39
-0.60
Volatility – 1 Year
17.14%
20.08%
Volatility – 3 Years
14.92%
16.27%
Beta – 1 Year
1.04
1.12
Beta – 3 Years
1.00
1.00
Sharpe Ratio – 1 Year
0.31
0.13
Sharpe Ratio – 3 Years
0.15
0.24
Worst Rolling Year
-6.19%
-1.76%
Value at Worst Rolling Year
₹0.94 Cr
₹0.98 Cr
Deepest Drawdown
−21.15%
−19.25%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
95.53%
98.75%
Median Rolling Year
12.72%
13.10%
5-Year Rolling Windows Positive
99.15%
100.00%
Market-Cap Mix
L 69% · M 12% · S 15%
L 62% · M 20% · S 7%
Number of Stocks
22
25
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%
ICICI Bank Ltd · 7.20%
Divis Laboratories Ltd · 4.85%
Bajaj Finance Ltd · 4.43%
HDFC Bank Ltd · 4.13%
Solar Industries India Ltd · 4.07%
Top Sectors
Financial Services · 39.93%
Capital Goods · 17.71%
Healthcare · 13.07%
—
Fixed Fee
—
2.00% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
0% / 0% / 0%