Portfolio Management Services (PMS)Compare Schemes
Geojit - Freedom Portfolio vs Wright Factor Fund
Add SchemeGrowth of ₹1 Crore
Geojit - Freedom Portfolio
Wright Factor 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%
10.96%
6 Months
5.53%
14.84%
1 Year
9.60%
16.93%
3 Years
6.75%
—
5 Years
7.07%
—
Since Inception
13.02%
20.33%
Fund Age
14 yrs 9 mo
3 yrs
AUM
₹179.27 Cr
₹214.05 Cr
Alpha – 1 Year
9.95%
12.21%
Alpha – 3 Years
−2.25%
—
Information Ratio – 3 Years
-0.39
0.51
Volatility – 1 Year
17.14%
22.29%
Volatility – 3 Years
14.92%
21.03%
Beta – 1 Year
1.04
0.97
Beta – 3 Years
1.00
0.97
Sharpe Ratio – 1 Year
0.31
0.57
Sharpe Ratio – 3 Years
0.15
0.72
Worst Rolling Year
-6.19%
18.92%
Value at Worst Rolling Year
₹0.94 Cr
₹1.19 Cr
Deepest Drawdown
−21.15%
−27.91%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
95.53%
100.00%
Median Rolling Year
12.72%
19.26%
5-Year Rolling Windows Positive
99.15%
—
Market-Cap Mix
L 69% · M 12% · S 15%
L 12% · M 21% · S 55%
Number of Stocks
22
25
Portfolio P/E
—
38.40
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%
Indian Railway Finance Corporation Ltd · 5.89%
The Bombay Burmah Trading Corporation Ltd · 5.64%
Safari Industries (India) Ltd · 5.63%
Maharashtra Scooters Ltd · 5.05%
Power Finance Corporation Ltd · 4.88%
Top Sectors
Financial Services · 39.93%
Capital Goods · 17.71%
Healthcare · 13.07%
—
Fixed Fee
—
1.50% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
0% / 0% / 0%