Portfolio Management Services (PMS)Compare Schemes
Composite India - Emerging Star Fund vs Motilal Oswal - Mid to Mega strategy
Add SchemeGrowth of ₹1 Crore
Composite India - Emerging Star Fund
Motilal Oswal - Mid to Mega strategy
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
Nifty 500 · 11.8%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
5.76%
4.17%
6 Months
25.00%
19.62%
1 Year
17.14%
12.19%
3 Years
16.20%
23.51%
5 Years
15.34%
13.96%
Since Inception
19.60%
23.13%
Fund Age
7 yrs 3 mo
6 yrs 7 mo
AUM
₹127.23 Cr
₹2,332.81 Cr
Alpha – 1 Year
12.42%
9.21%
Alpha – 3 Years
4.43%
11.63%
Information Ratio – 3 Years
0.38
0.83
Volatility – 1 Year
23.12%
26.11%
Volatility – 3 Years
20.20%
21.82%
Beta – 1 Year
1.18
1.32
Beta – 3 Years
1.05
1.14
Sharpe Ratio – 1 Year
0.56
0.33
Sharpe Ratio – 3 Years
0.61
0.83
Worst Rolling Year
13.55%
12.50%
Value at Worst Rolling Year
₹1.14 Cr
₹1.13 Cr
Deepest Drawdown
−26.74%
−24.27%
Recovery Period
143 days
461 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
20.50%
23.13%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 26% · M 19% · S 50%
L 14% · M 33% · S 52%
Number of Stocks
101
33
Portfolio P/E
52.20
52.72
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%
Coforge Ltd · 6.08%
Five-Star Business Finance Ltd · 5.74%
Navin Fluorine International Ltd · 3.82%
Kalyan Jewellers India Ltd · 3.62%
TD Power Systems Ltd · 3.62%
Top Sectors
Healthcare · 27.30%
Financial Services · 21.91%
Capital Goods · 16.82%
Financial Services · 28.12%
Consumer Durables · 14.39%
Capital Goods · 12.93%
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%