Portfolio Management Services (PMS)Compare Schemes
Care PMS - Large & Midcap Strategy vs Composite India - GARP Fund
Add SchemeGrowth of ₹1 Crore
Care PMS - Large & Midcap Strategy
Composite India - GARP Fund
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−1.86%
3.99%
6 Months
0.50%
22.77%
1 Year
6.34%
24.21%
3 Years
19.74%
13.20%
5 Years
16.62%
12.56%
Since Inception
20.10%
18.69%
Fund Age
6 yrs 1 mo
7 yrs 4 mo
AUM
₹56.91 Cr
₹114.64 Cr
Alpha – 1 Year
1.64%
19.49%
Alpha – 3 Years
7.64%
1.43%
Information Ratio – 3 Years
0.90
0.12
Volatility – 1 Year
16.52%
24.82%
Volatility – 3 Years
17.18%
21.64%
Beta – 1 Year
0.89
1.34
Beta – 3 Years
1.04
1.13
Sharpe Ratio – 1 Year
0.14
0.78
Sharpe Ratio – 3 Years
0.84
0.46
Worst Rolling Year
18.93%
10.43%
Value at Worst Rolling Year
₹1.19 Cr
₹1.10 Cr
Deepest Drawdown
−18.72%
−24.42%
Recovery Period
245 days
92 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
25.30%
18.16%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 59% · M 40%
L 20% · M 28% · S 47%
Number of Stocks
20
32
Portfolio P/E
27.00
37.13
Top 5 Holdings
Zydus Lifesciences Ltd · 12.94%
UltraTech Cement Ltd · 10.19%
Hindalco Industries Ltd · 8.37%
Coromandel International Ltd · 8.27%
Larsen & Toubro Ltd · 7.24%
L&T Finance Ltd · 6.45%
Garware Hi Tech Films Ltd · 6.35%
Piramal Finance Ltd · 5.97%
Eicher Motors Ltd · 5.58%
Divis Laboratories Ltd · 5.56%
Top Sectors
Healthcare · 19.74%
Metals & Mining · 18.68%
Chemicals · 12.76%
Financial Services · 22.52%
Capital Goods · 19.92%
Healthcare · 18.45%
Fixed Fee
2.00% / yr
1.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%