Portfolio Management Services (PMS)Compare Schemes
Composite India - Emerging Star Fund vs Composite India - GARP Fund
Add SchemeGrowth of ₹1 Crore
Composite India - Emerging Star Fund
Composite India - GARP Fund
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 11.8%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
5.76%
3.99%
6 Months
25.00%
22.77%
1 Year
17.14%
24.21%
3 Years
16.20%
13.20%
5 Years
15.34%
12.56%
Since Inception
19.60%
18.69%
Fund Age
7 yrs 3 mo
7 yrs 4 mo
AUM
₹127.23 Cr
₹114.64 Cr
Alpha – 1 Year
12.42%
19.49%
Alpha – 3 Years
4.43%
1.43%
Information Ratio – 3 Years
0.38
0.12
Volatility – 1 Year
23.12%
24.82%
Volatility – 3 Years
20.20%
21.64%
Beta – 1 Year
1.18
1.34
Beta – 3 Years
1.05
1.13
Sharpe Ratio – 1 Year
0.56
0.78
Sharpe Ratio – 3 Years
0.61
0.46
Worst Rolling Year
13.55%
10.43%
Value at Worst Rolling Year
₹1.14 Cr
₹1.10 Cr
Deepest Drawdown
−26.74%
−24.42%
Recovery Period
143 days
92 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
20.50%
18.16%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 26% · M 19% · S 50%
L 20% · M 28% · S 47%
Number of Stocks
101
32
Portfolio P/E
52.20
37.13
Top 5 Holdings
Windlas Biotech Ltd · 5.85%
Apollo Hospitals Enterprise Ltd · 5.74%
Thyrocare Technologies Ltd · 5.53%
Bharti Airtel Ltd · 3.99%
Radico Khaitan Ltd · 3.86%
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 · 27.30%
Financial Services · 21.91%
Capital Goods · 16.82%
Financial Services · 22.52%
Capital Goods · 19.92%
Healthcare · 18.45%
Fixed Fee
1.00% / yr
1.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%