Portfolio Management Services (PMS)Compare Schemes
Geojit - Freedom Portfolio vs Wallfort-India Contra Equity Fund
Add SchemeGrowth of ₹1 Crore
Geojit - Freedom Portfolio
Wallfort-India Contra Equity Fund
Return for the risk
3 yrs return
0%
5%
10%
15%
NIFTY 50 Total Return Index · 9%
0%
10%
20%
Volatility • 3 yrs deviation
1 Month
2.33%
3.26%
6 Months
5.53%
17.84%
1 Year
9.60%
16.84%
3 Years
6.75%
—
5 Years
7.07%
—
Since Inception
13.02%
22.85%
Fund Age
14 yrs 9 mo
7 mo
AUM
₹179.27 Cr
₹37.36 Cr
Alpha – 1 Year
9.95%
12.12%
Alpha – 3 Years
−2.25%
—
Information Ratio – 3 Years
-0.39
—
Volatility – 1 Year
17.14%
29.93%
Volatility – 3 Years
14.92%
—
Beta – 1 Year
1.04
1.60
Beta – 3 Years
1.00
—
Sharpe Ratio – 1 Year
0.31
0.48
Sharpe Ratio – 3 Years
0.15
—
Worst Rolling Year
-6.19%
—
Value at Worst Rolling Year
₹0.94 Cr
—
Deepest Drawdown
−21.15%
—
Recovery Period
Not yet recovered
—
1-Year Rolling Windows Positive
95.53%
—
Median Rolling Year
12.72%
—
5-Year Rolling Windows Positive
99.15%
—
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%
Aditya Birla Real Estate Ltd · 16.62%
Kalyani Steels Ltd · 15.41%
L G Balakrishnan & Bros Ltd · 12.63%
HDFC Bank Ltd · 11.21%
Kolte Patil Developers Ltd · 10.11%
Top Sectors
Financial Services · 39.93%
Capital Goods · 17.71%
Healthcare · 13.07%
—
Fixed Fee
—
2.00% / yr
Performance Fee / Plan
—
10% of profit
Exit Load (Y1 / Y2 / Y3)
—
0% / 0% / 0%