Portfolio Management Services (PMS)Compare Schemes
Composite India - Emerging Star Fund vs Motilal Oswal - NTDOP
Add SchemeGrowth of ₹1 Crore
Composite India - Emerging Star Fund
Motilal Oswal - NTDOP
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%
3.69%
6 Months
25.00%
8.66%
1 Year
17.14%
4.44%
3 Years
16.20%
14.48%
5 Years
15.34%
8.94%
Since Inception
19.60%
14.23%
Fund Age
7 yrs 3 mo
18 yrs 11 mo
AUM
₹127.23 Cr
₹4,562.38 Cr
Alpha – 1 Year
12.42%
1.46%
Alpha – 3 Years
4.43%
2.60%
Information Ratio – 3 Years
0.38
0.08
Volatility – 1 Year
23.12%
20.33%
Volatility – 3 Years
20.20%
19.22%
Beta – 1 Year
1.18
1.12
Beta – 3 Years
1.05
1.12
Sharpe Ratio – 1 Year
0.56
0.00
Sharpe Ratio – 3 Years
0.61
0.51
Worst Rolling Year
13.55%
-6.78%
Value at Worst Rolling Year
₹1.14 Cr
₹0.93 Cr
Deepest Drawdown
−26.74%
−26.97%
Recovery Period
143 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
96.01%
Median Rolling Year
20.50%
15.06%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 26% · M 19% · S 50%
L 16% · M 42% · S 38%
Number of Stocks
101
33
Portfolio P/E
52.20
40.71
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%
Kalyan Jewellers India Ltd · 5.21%
PG Electroplast Ltd · 4.77%
IDFC First Bank Ltd · 4.60%
Piramal Finance Ltd · 4.45%
Cash & Cash Equivalent · 4.28%
Top Sectors
Healthcare · 27.30%
Financial Services · 21.91%
Capital Goods · 16.82%
Financial Services · 34.98%
Consumer Durables · 14.15%
Capital Goods · 12.45%
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%