Portfolio Management Services (PMS)Compare Schemes
Composite India - Emerging Star Fund vs Green Portfolio - Special
Add SchemeGrowth of ₹1 Crore
Composite India - Emerging Star Fund
Green Portfolio - Special
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 11.8%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
5.76%
2.75%
6 Months
25.00%
26.95%
1 Year
17.14%
13.12%
3 Years
16.20%
17.80%
5 Years
15.34%
15.04%
Since Inception
19.60%
22.70%
Fund Age
7 yrs 3 mo
8 yrs
AUM
₹127.23 Cr
₹357.26 Cr
Alpha – 1 Year
12.42%
10.14%
Alpha – 3 Years
4.43%
5.90%
Information Ratio – 3 Years
0.38
0.31
Volatility – 1 Year
23.12%
32.38%
Volatility – 3 Years
20.20%
25.45%
Beta – 1 Year
1.18
1.68
Beta – 3 Years
1.05
1.37
Sharpe Ratio – 1 Year
0.56
0.36
Sharpe Ratio – 3 Years
0.61
0.56
Worst Rolling Year
13.55%
11.19%
Value at Worst Rolling Year
₹1.14 Cr
₹1.11 Cr
Deepest Drawdown
−26.74%
−26.50%
Recovery Period
143 days
80 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
20.50%
27.28%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 26% · M 19% · S 50%
L 7% · M 19% · S 59%
Number of Stocks
101
42
Portfolio P/E
52.20
42.01
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%
Schaeffler India Ltd · 10.90%
Misc · 9.64%
HFCL Ltd · 5.73%
Sanghvi Movers Ltd · 4.28%
Tatva Chintan Pharma Chem Ltd · 4.14%
Top Sectors
Healthcare · 27.30%
Financial Services · 21.91%
Capital Goods · 16.82%
—
Fixed Fee
1.00% / yr
2.25% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%