- Manager
- Geojit Financial Services
- Service
- Discretionary
- Asset class
- Equity
Freedom Portfolio
+1.56%
1-year return
Benchmark NIFTY50TRI −7.09% · to 30 Sep 2026
Geojit Financial Services’ Freedom Portfolio returned 1.56% over the year to 30 Sep 2026, against −7.09% for its benchmark, the NIFTY50TRI. It managed ₹170 crore across its clients.
Key numbers
- AUM
- ₹170 Cr
- Benchmark
- NIFTY50TRI
- Turnover, past year
- 0.81×
- Min. investment
- ₹50 lakh (SEBI)
- Reported to SEBI
- 30 Sep 2026
Returns vs benchmark
| Period | This strategy | NIFTY50TRI | Difference |
|---|---|---|---|
| 1 month | −6.63% | −6.03% | −0.60% |
| 3 months | −2.21% | −4.91% | +2.70% |
| 6 months | +10.73% | +2.13% | +8.60% |
| 1 year | +1.56% | −7.09% | +8.65% |
| 2 years | −5.07% | −5.29% | +0.22% |
| 3 years | +4.08% | +6.06% | −1.98% |
| 4 years | +5.05% | +8.48% | −3.43% |
| 5 years | +5.04% | +6.38% | −1.34% |
| Since inception | +12.43% | +12.34% | +0.09% |
Time-weighted returns (TWRR) as the managers report them to SEBI, after fees and expenses; periods over a year are annualised. Reported for 30 Sep 2026.
Portfolio mix
- Listed equity98.89%₹168 Cr
- Cash and other1.05%₹1.78 Cr
- Mutual funds0.06%₹0.10 Cr
Flows and turnover
- Inflow, Sep 2026
- ₹2.02 Cr
- Outflow, Sep 2026
- ₹1.59 Cr
- Net, Sep 2026
- ₹0.43 Cr
- Net, FY to date
- −₹10.10 Cr
- Turnover, month
- 0.07×
- Turnover, past year
- 0.81×
Money clients put in and took out. The financial year runs from 1 April.
FAQs
What has Freedom Portfolio returned?
1.56% over the year to 30 Sep 2026, time-weighted as reported to SEBI. 1 month: −6.63%; 3 months: −2.21%; 6 months: 10.73%; 1 year: 1.56%; 2 years: −5.07%; 3 years: 4.08%; 4 years: 5.05%; 5 years: 5.04%; Since inception: 12.43%.
How has it done against its benchmark?
Its benchmark, the NIFTY50TRI, returned −7.09% over the year, so the strategy was 8.65 percentage points ahead.
How much does Freedom Portfolio manage?
₹170 crore at 30 Sep 2026, as reported to SEBI.
What is the minimum investment in a PMS?
SEBI sets the minimum at ₹50 lakh per client, in cash or securities. A manager can ask for more.
Who manages Freedom Portfolio?
Geojit Financial Services, a SEBI-registered portfolio manager (INP000003203), runs it as a discretionary service.
How are PMS returns reported?
Portfolio managers report each strategy’s time-weighted return (TWRR) to SEBI every month, after fees and expenses, beside the benchmark they chose. Periods over a year are annualised.
For information only. Not investment advice or a research report. Past performance does not guarantee future returns. PMS investments carry higher minimums and risks; read the disclosure document.
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