Portfolio Management Services (PMS)Compare Schemes
Chatur Amrit Kaal Fund vs Composite India - GARP Fund
Add SchemeGrowth of ₹1 Crore
Chatur Amrit Kaal Fund
Composite India - GARP Fund
Return for the risk
3 yrs return
10%
15%
20%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.06%
3.99%
6 Months
4.58%
22.77%
1 Year
5.92%
24.21%
3 Years
—
13.20%
5 Years
—
12.56%
Since Inception
7.28%
18.69%
Fund Age
7 mo
7 yrs 4 mo
AUM
₹119.65 Cr
₹114.64 Cr
Alpha – 1 Year
—
19.49%
Alpha – 3 Years
—
1.43%
Information Ratio – 3 Years
—
0.12
Volatility – 1 Year
—
24.82%
Volatility – 3 Years
—
21.64%
Beta – 1 Year
—
1.34
Beta – 3 Years
—
1.13
Sharpe Ratio – 1 Year
—
0.78
Sharpe Ratio – 3 Years
—
0.46
Worst Rolling Year
—
10.43%
Value at Worst Rolling Year
—
₹1.10 Cr
Deepest Drawdown
—
−24.42%
Recovery Period
—
92 days
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
18.16%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 72% · M 12% · S 15%
L 20% · M 28% · S 47%
Number of Stocks
35
32
Portfolio P/E
—
37.13
Top 5 Holdings
Jaro Institute of Technol. Mgt. and Research Ltd · 6.44%
Divis Laboratories Ltd · 6.02%
Reliance Industries Ltd · 5.96%
ICICI Bank Ltd · 5.73%
Bajaj Finance Ltd · 5.33%
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
Financial Services · 23.93%
Automobile and Auto Components · 14.33%
Capital Goods · 11.32%
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)
3% / 2% / 1%
0% / 0% / 0%