Portfolio Management Services (PMS)Compare Schemes
Geojit - Freedom Portfolio vs Sundaram Alternate - SISOP
Add SchemeGrowth of ₹1 Crore
Geojit - Freedom Portfolio
Sundaram Alternate - SISOP
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
25%
30%
NIFTY 50 Total Return Index · 9%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.33%
5.72%
6 Months
5.53%
23.48%
1 Year
9.60%
38.68%
3 Years
6.75%
26.01%
5 Years
7.07%
16.58%
Since Inception
13.02%
18.98%
Fund Age
14 yrs 9 mo
16 yrs 6 mo
AUM
₹179.27 Cr
₹1,885.18 Cr
Alpha – 1 Year
9.95%
33.96%
Alpha – 3 Years
−2.25%
13.92%
Information Ratio – 3 Years
-0.39
1.27
Volatility – 1 Year
17.14%
28.06%
Volatility – 3 Years
14.92%
20.41%
Beta – 1 Year
1.04
1.39
Beta – 3 Years
1.00
1.06
Sharpe Ratio – 1 Year
0.31
1.12
Sharpe Ratio – 3 Years
0.15
1.06
Worst Rolling Year
-6.19%
-4.06%
Value at Worst Rolling Year
₹0.94 Cr
₹0.96 Cr
Deepest Drawdown
−21.15%
−18.24%
Recovery Period
Not yet recovered
60 days
1-Year Rolling Windows Positive
95.53%
98.28%
Median Rolling Year
12.72%
16.41%
5-Year Rolling Windows Positive
99.15%
99.28%
Market-Cap Mix
L 69% · M 12% · S 15%
L 40% · M 32% · S 24%
Number of Stocks
22
28
Portfolio P/E
—
45.86
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%
MTAR Technologies Ltd · 6.15%
GE Vernova T&D India Ltd · 5.74%
Titan Company Ltd · 5.51%
Mahindra & Mahindra Ltd · 5.41%
Cholamandalam Investment & Finance Company Ltd · 5.19%
Top Sectors
Financial Services · 39.93%
Capital Goods · 17.71%
Healthcare · 13.07%
Capital Goods · 39.07%
Financial Services · 22.11%
Automobile and Auto Components · 9.93%
Fixed Fee
—
2.50% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
1% / 0% / 0%