Portfolio Management Services (PMS)Compare Schemes
Composite India - Emerging Star Fund vs Monarch Wealth Creator Fund
Add SchemeGrowth of ₹1 Crore
Composite India - Emerging Star Fund
Monarch Wealth Creator 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%
2.85%
6 Months
25.00%
12.32%
1 Year
17.14%
—
3 Years
16.20%
—
5 Years
15.34%
—
Since Inception
19.60%
13.81%
Fund Age
7 yrs 3 mo
8 mo
AUM
₹127.23 Cr
₹279.09 Cr
Alpha – 1 Year
12.42%
—
Alpha – 3 Years
4.43%
—
Information Ratio – 3 Years
0.38
—
Volatility – 1 Year
23.12%
—
Volatility – 3 Years
20.20%
—
Beta – 1 Year
1.18
—
Beta – 3 Years
1.05
—
Sharpe Ratio – 1 Year
0.56
—
Sharpe Ratio – 3 Years
0.61
—
Worst Rolling Year
13.55%
—
Value at Worst Rolling Year
₹1.14 Cr
—
Deepest Drawdown
−26.74%
—
Recovery Period
143 days
—
1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
20.50%
—
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 26% · M 19% · S 50%
L 35% · M 34% · S 23%
Number of Stocks
101
40
Portfolio P/E
52.20
19.53
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%
Mazagon Dock Shipbuilders Ltd · 13.42%
Bank of Baroda · 7.93%
Cash & Cash Equivalent · 6.62%
NMDC Ltd · 5.37%
Adani Enterprises Ltd · 5.31%
Top Sectors
Healthcare · 27.30%
Financial Services · 21.91%
Capital Goods · 16.82%
Financial Services · 24.00%
Capital Goods · 22.64%
Metals & Mining · 19.08%
Fixed Fee
1.00% / yr
1.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0.5% / 0.5% / 0%