Watch
Often below a prior high
Roughly 69% of the track sat under a previous peak. New highs were the exception, not the week-to-week norm.
Freedom Portfolio Performance
EQUITYNifty 50
Filed monthly returns, with return next to max drawdown. Watch, compare up to four, or open the tearsheet.
Geojit Financial Services Limited
Age: 68 months
Trailing return from filed months
- 1Y
- 1.55%
- 3Y
- 3.75%
- 5Y
- 5.26%
- CAGR
- 9.54%
- Max DD
- -19.98%
- Calmar
- 0.48
- Track
- 68 months
As of…Tearsheet
Research sheet
Monthly tearsheet
Growth of ₹100, underwater drawdown, rolling 12-month returns, and worst episodes from month-end SEBI filings only.
Rolling CAGR (3Y)
9.48%
Rolling CAGR (5Y)
8.44%
Survivorship note
Universe includes currently available strategies. Discontinued or merged strategies are disclosed in our changelog.
Read of the numbers
Reported metrics only · not advice
Total Return
79.51%
Annualised Return
9.54%
Hit Rate
55.88%
Maximum Drawdown
-19.98%
Annualised Volatility
13.94%
Sharpe Ratio
0.82
Sortino Ratio
0.75
Consistency Score
56.7%
PPerformance(30)RRisk(13)CConsistency(9)
- Best Year Return P
- 31.34%
- Worst Year Return P
- 1.61%
- Median Annual Return P
- 5.15%
- Average Monthly Return P
- 0.96%
- Geometric Mean Return P
- 0.88%
- Average Drawdown P
- -4.49%
- Median Drawdown P
- -2.49%
- Max Drawdown Duration P
- 23 mo
- Average Drawdown Duration P
- 5 mo
- Return / Max Drawdown P
- 0.48
- Return / Avg Drawdown P
- 2.46
- Ulcer Index P
- 6.84%
- Positive Rolling Periods % P
- 70.15%
- Return Stability Score P
- 24.85
- Return Persistence P
- 0.08
- Worst Rolling 12M Return P
- -11.64%
- Best Rolling 12M Return P
- 31.00%
- Maximum Monthly Loss P
- -11.02%
- Worst 3-Month Period P
- -14.31%
- Worst 6-Month Period P
- -18.27%
- Return Smoothness Index P
- 18.25
- Pain Adjusted Return P
- 2.46%
- Worst Case Investor Entry P
- -11.64%
- Capital Preservation Score P
- 80.02%
- Aggressiveness Score P
- 4.02%
- Recovery Efficiency P
- 0.24
- Downside Volatility R
- 8.32%
- Upside Volatility R
- 9.20%
- Time in Drawdown % R
- 68.66%
- VaR 95% R
- -5.66%
- VaR 99% R
- -8.41%
- CVaR 95% R
- -8.86%
- CVaR 99% R
- -11.02%
- Semi Variance R
- 0.0006
- Volatility of Drawdowns R
- 5.11%
- CAGR per Unit Drawdown R
- 0.55
- Equity Curve Convexity R
- 0.00
- Return During Worst Market Year R
- 1.61%
- Return Skewness C
- -0.01
- Return Kurtosis C
- 0.67
- Coefficient of Variation C
- 4.21
- Calmar Ratio C
- 0.48
- Sterling Ratio C
- 0.55
- Burke Ratio C
- 0.39
Filings
Month-end SEBI filings. Missing months stay blank.
FREEDOM PORTFOLIO performance FAQ
Live figures from the scorecard above. Full definitions on the metrics explainer.
- How has FREEDOM PORTFOLIO performed?
- FREEDOM PORTFOLIO (Geojit Financial Services Limited) shows CAGR 9.54% and max drawdown -19.98% on Know Your PMS from SEBI month-end TWRR filings. A short window says how many months it still needs. A gap on a longer track stays Not reported. Learn more
- What is FREEDOM PORTFOLIO CAGR / max drawdown?
- CAGR is 9.54%; max drawdown is -19.98%. We only publish CAGR when there are enough months (≥12 on this track of 68 months). Learn more
- Where do FREEDOM PORTFOLIO returns come from?
- Returns are derived from SEBI-disclosed monthly 1M TWRR filings. Know Your PMS never invents zeros for unfiled months. Learn more
- Why might a window say Not reported?
- Trailing 1Y, 3Y, and 5Y need that many consecutive months. A short track says Needs 12 months, Needs 36 months, or Needs 60 months. A longer track with a missing month stays Not reported. Learn more
- How do I re-underwrite FREEDOM PORTFOLIO?
- Read as-of and track length first. CAGR says Needs 12 months below 12 filed months. Watch for new filings, add 2–4 peers on Compare for the same as-of, then export or open the tearsheet. Not advice. Learn more
- Is this a recommendation to invest?
- No. Know Your PMS is research-only: no commissions, no execution, no advice. Use compare to shortlist 2–4 on the same as-of for your own diligence. Learn more