Portfolio Management Services (PMS)Compare Schemes
Composite India - Emerging Star Fund vs Motilal Oswal-Founders
Add SchemeGrowth of ₹1 Crore
Composite India - Emerging Star Fund
Motilal Oswal-Founders
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 11.8%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
5.76%
0.25%
6 Months
25.00%
15.19%
1 Year
17.14%
3.21%
3 Years
16.20%
19.65%
5 Years
15.34%
—
Since Inception
19.60%
25.09%
Fund Age
7 yrs 3 mo
3 yrs 5 mo
AUM
₹127.23 Cr
₹4,148.34 Cr
Alpha – 1 Year
12.42%
0.23%
Alpha – 3 Years
4.43%
7.77%
Information Ratio – 3 Years
0.38
0.62
Volatility – 1 Year
23.12%
21.54%
Volatility – 3 Years
20.20%
22.15%
Beta – 1 Year
1.18
1.06
Beta – 3 Years
1.05
1.15
Sharpe Ratio – 1 Year
0.56
-0.01
Sharpe Ratio – 3 Years
0.61
0.68
Worst Rolling Year
13.55%
19.49%
Value at Worst Rolling Year
₹1.14 Cr
₹1.19 Cr
Deepest Drawdown
−26.74%
−27.91%
Recovery Period
143 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
20.50%
21.76%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 26% · M 19% · S 50%
L 26% · M 35% · S 37%
Number of Stocks
101
26
Portfolio P/E
52.20
55.82
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%
Eternal Ltd · 5.70%
Ather Energy Ltd · 5.24%
Shriram Finance Ltd · 5.04%
PTC Industries Ltd · 4.99%
One 97 Communications Ltd · 4.88%
Top Sectors
Healthcare · 27.30%
Financial Services · 21.91%
Capital Goods · 16.82%
Capital Goods · 28.96%
Financial Services · 21.55%
Consumer Services · 8.59%
Fixed Fee
1.00% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
2% / 0% / 0%