Portfolio Management Services (PMS)Compare Schemes
Composite India - Emerging Star Fund vs Motilal Oswal - Multifactor Equity PMS
Add SchemeGrowth of ₹1 Crore
Composite India - Emerging Star Fund
Motilal Oswal - Multifactor Equity PMS
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%
0.47%
6 Months
25.00%
0.32%
1 Year
17.14%
1.03%
3 Years
16.20%
14.82%
5 Years
15.34%
11.82%
Since Inception
19.60%
13.07%
Fund Age
7 yrs 3 mo
5 yrs 2 mo
AUM
₹127.23 Cr
₹56.08 Cr
Alpha – 1 Year
12.42%
−1.95%
Alpha – 3 Years
4.43%
2.94%
Information Ratio – 3 Years
0.38
0.18
Volatility – 1 Year
23.12%
13.89%
Volatility – 3 Years
20.20%
18.35%
Beta – 1 Year
1.18
0.75
Beta – 3 Years
1.05
1.00
Sharpe Ratio – 1 Year
0.56
-0.25
Sharpe Ratio – 3 Years
0.61
0.55
Worst Rolling Year
13.55%
12.65%
Value at Worst Rolling Year
₹1.14 Cr
₹1.13 Cr
Deepest Drawdown
−26.74%
−26.40%
Recovery Period
143 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
20.50%
19.77%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 26% · M 19% · S 50%
L 38% · M 29% · S 24%
Number of Stocks
101
37
Portfolio P/E
52.20
29.42
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%
Cash & Cash Equivalent · 8.72%
Torrent Pharmaceuticals Ltd · 5.70%
Ajanta Pharma Ltd · 5.43%
TVS Motor Company Ltd · 4.72%
National Aluminium Company Ltd · 4.60%
Top Sectors
Healthcare · 27.30%
Financial Services · 21.91%
Capital Goods · 16.82%
Healthcare · 22.25%
Financial Services · 16.70%
Automobile and Auto Components · 16.06%
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%