Portfolio Management Services (PMS)Compare Schemes
Geojit - Freedom Portfolio vs Tamohara - TRUFFLE
Add SchemeGrowth of ₹1 Crore
Geojit - Freedom Portfolio
Tamohara - TRUFFLE
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
25%
NIFTY 50 Total Return Index · 9%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.33%
8.72%
6 Months
5.53%
28.59%
1 Year
9.60%
28.02%
3 Years
6.75%
18.67%
5 Years
7.07%
17.18%
Since Inception
13.02%
20.03%
Fund Age
14 yrs 9 mo
5 yrs 4 mo
AUM
₹179.27 Cr
₹221.27 Cr
Alpha – 1 Year
9.95%
28.37%
Alpha – 3 Years
−2.25%
9.68%
Information Ratio – 3 Years
-0.39
0.87
Volatility – 1 Year
17.14%
22.32%
Volatility – 3 Years
14.92%
17.88%
Beta – 1 Year
1.04
1.03
Beta – 3 Years
1.00
0.95
Sharpe Ratio – 1 Year
0.31
0.99
Sharpe Ratio – 3 Years
0.15
0.81
Worst Rolling Year
-6.19%
13.69%
Value at Worst Rolling Year
₹0.94 Cr
₹1.14 Cr
Deepest Drawdown
−21.15%
−20.50%
Recovery Period
Not yet recovered
429 days
1-Year Rolling Windows Positive
95.53%
100.00%
Median Rolling Year
12.72%
18.30%
5-Year Rolling Windows Positive
99.15%
100.00%
Market-Cap Mix
L 69% · M 12% · S 15%
L 19% · M 4% · S 74%
Number of Stocks
22
29
Portfolio P/E
—
37.50
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%
Thyrocare Technologies Ltd · 6.77%
Shivalik Bimetal Controls Ltd · 6.09%
Acutaas Chemicals Ltd · 6.00%
Neuland Laboratories Ltd · 5.78%
Kotak Mahindra Bank Ltd · 5.54%
Top Sectors
Financial Services · 39.93%
Capital Goods · 17.71%
Healthcare · 13.07%
Healthcare · 31.31%
Capital Goods · 19.65%
Financial Services · 17.57%
Fixed Fee
—
2.50% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
1% / – / –