Portfolio Management Services (PMS)Compare Schemes
Geojit - Freedom Portfolio vs Tulsian - PMS
Add SchemeGrowth of ₹1 Crore
Geojit - Freedom Portfolio
Tulsian - PMS
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
25%
NIFTY 50 Total Return Index · 9%
0%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
2.33%
2.21%
6 Months
5.53%
21.04%
1 Year
9.60%
21.34%
3 Years
6.75%
19.08%
5 Years
7.07%
23.67%
Since Inception
13.02%
—
Fund Age
14 yrs 9 mo
6 yrs 4 mo
AUM
₹179.27 Cr
₹364.08 Cr
Alpha – 1 Year
9.95%
21.69%
Alpha – 3 Years
−2.25%
10.08%
Information Ratio – 3 Years
-0.39
0.52
Volatility – 1 Year
17.14%
32.28%
Volatility – 3 Years
14.92%
28.08%
Beta – 1 Year
1.04
1.47
Beta – 3 Years
1.00
1.60
Sharpe Ratio – 1 Year
0.31
0.58
Sharpe Ratio – 3 Years
0.15
0.57
Worst Rolling Year
-6.19%
15.61%
Value at Worst Rolling Year
₹0.94 Cr
₹1.16 Cr
Deepest Drawdown
−21.15%
−31.98%
Recovery Period
Not yet recovered
457 days
1-Year Rolling Windows Positive
95.53%
100.00%
Median Rolling Year
12.72%
28.21%
5-Year Rolling Windows Positive
99.15%
100.00%
Market-Cap Mix
L 69% · M 12% · S 15%
L 90% · M 10%
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%
Suzlon Energy Ltd · 10.00%
Hindustan Aeronautics Ltd · 10.00%
Tata Motors Passenger Vehicles Ltd · 10.00%
Mazagon Dock Shipbuilders Ltd · 10.00%
Vodafone Idea Ltd · 10.00%
Top Sectors
Financial Services · 39.93%
Capital Goods · 17.71%
Healthcare · 13.07%
—
Fixed Fee
—
7.50% / yr
Performance Fee / Plan
—
13% of profit, above 0%
Exit Load (Y1 / Y2 / Y3)
—
3% / 2% / 1%