Portfolio Management Services (PMS)Compare Schemes
Geojit - Freedom Portfolio vs Scient - Aries
Add SchemeGrowth of ₹1 Crore
Geojit - Freedom Portfolio
Scient - Aries
Return for the risk
3 yrs return
-5%
0%
5%
10%
15%
NIFTY 50 Total Return Index · 9%
0%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
2.33%
−0.96%
6 Months
5.53%
−5.85%
1 Year
9.60%
1.08%
3 Years
6.75%
1.92%
5 Years
7.07%
1.54%
Since Inception
13.02%
4.73%
Fund Age
14 yrs 9 mo
9 yrs 11 mo
AUM
₹179.27 Cr
₹4.85 Cr
Alpha – 1 Year
9.95%
−8.50%
Alpha – 3 Years
−2.25%
−7.97%
Information Ratio – 3 Years
-0.39
—
Volatility – 1 Year
17.14%
9.90%
Volatility – 3 Years
14.92%
26.17%
Beta – 1 Year
1.04
—
Beta – 3 Years
1.00
—
Sharpe Ratio – 1 Year
0.31
-0.53
Sharpe Ratio – 3 Years
0.15
0.01
Worst Rolling Year
-6.19%
2.80%
Value at Worst Rolling Year
₹0.94 Cr
₹1.03 Cr
Deepest Drawdown
−21.15%
−28.72%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
95.53%
100.00%
Median Rolling Year
12.72%
12.18%
5-Year Rolling Windows Positive
99.15%
100.00%
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%
Spandana Sphoorty Financial Ltd · 15.66%
Performance Chemiserve Ltd. SU DB REDEEM 06/06/2026 INR 100000 · 14.88%
Lendingkart Finance Ltd 11.95% DB REDEEM 30/10/2026 INR 100000 · 12.26%
Adani Airport Holdings Ltd. 10% DB REDEEM 14/03/2029 INR 100000 · 11.75%
Muthoot Fincorp Ltd. 10.05% DB REDEEM 31/12/2029 INR 100000 · 11.44%
Top Sectors
Financial Services · 39.93%
Capital Goods · 17.71%
Healthcare · 13.07%
—
Fixed Fee
—
1.50% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
1% / 0% / 0%