Portfolio Management Services (PMS)Compare Schemes
Geojit - Freedom Portfolio vs Sundaram Alternate - VOYAGER
Add SchemeGrowth of ₹1 Crore
Geojit - Freedom Portfolio
Sundaram Alternate - VOYAGER
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%
4.52%
6 Months
5.53%
24.02%
1 Year
9.60%
36.06%
3 Years
6.75%
24.43%
5 Years
7.07%
16.10%
Since Inception
13.02%
15.98%
Fund Age
14 yrs 9 mo
14 yrs 10 mo
AUM
₹179.27 Cr
₹214.08 Cr
Alpha – 1 Year
9.95%
31.34%
Alpha – 3 Years
−2.25%
12.34%
Information Ratio – 3 Years
-0.39
1.07
Volatility – 1 Year
17.14%
26.85%
Volatility – 3 Years
14.92%
19.70%
Beta – 1 Year
1.04
1.34
Beta – 3 Years
1.00
1.03
Sharpe Ratio – 1 Year
0.31
1.08
Sharpe Ratio – 3 Years
0.15
0.96
Worst Rolling Year
-6.19%
-9.81%
Value at Worst Rolling Year
₹0.94 Cr
₹0.90 Cr
Deepest Drawdown
−21.15%
−18.65%
Recovery Period
Not yet recovered
63 days
1-Year Rolling Windows Positive
95.53%
90.43%
Median Rolling Year
12.72%
15.98%
5-Year Rolling Windows Positive
99.15%
100.00%
Market-Cap Mix
L 69% · M 12% · S 15%
L 40% · M 33% · S 24%
Number of Stocks
22
31
Portfolio P/E
—
42.55
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 · 6.82%
GE Vernova T&D India Ltd · 5.77%
Cholamandalam Investment & Finance Company Ltd · 4.85%
Neuland Laboratories Ltd · 4.41%
CreditAccess Grameen Ltd · 4.30%
Top Sectors
Financial Services · 39.93%
Capital Goods · 17.71%
Healthcare · 13.07%
Capital Goods · 34.04%
Financial Services · 24.92%
Healthcare · 11.22%
Fixed Fee
—
2.50% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
1% / 0% / 0%