Portfolio Management Services (PMS)Compare Schemes
Composite India - Emerging Star Fund vs Motilal Oswal - Value Migration
Add SchemeGrowth of ₹1 Crore
Composite India - Emerging Star Fund
Motilal Oswal - Value Migration
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%
0.78%
6 Months
25.00%
11.75%
1 Year
17.14%
−2.37%
3 Years
16.20%
17.81%
5 Years
15.34%
14.66%
Since Inception
19.60%
18.91%
Fund Age
7 yrs 3 mo
23 yrs 5 mo
AUM
₹127.23 Cr
₹3,220.2 Cr
Alpha – 1 Year
12.42%
−5.35%
Alpha – 3 Years
4.43%
5.93%
Information Ratio – 3 Years
0.38
0.54
Volatility – 1 Year
23.12%
21.49%
Volatility – 3 Years
20.20%
20.84%
Beta – 1 Year
1.18
1.07
Beta – 3 Years
1.05
1.13
Sharpe Ratio – 1 Year
0.56
-0.27
Sharpe Ratio – 3 Years
0.61
0.64
Worst Rolling Year
13.55%
-7.44%
Value at Worst Rolling Year
₹1.14 Cr
₹0.93 Cr
Deepest Drawdown
−26.74%
−27.33%
Recovery Period
143 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
94.32%
Median Rolling Year
20.50%
14.52%
5-Year Rolling Windows Positive
100.00%
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Market-Cap Mix
L 26% · M 19% · S 50%
L 28% · M 48% · S 19%
Number of Stocks
101
27
Portfolio P/E
52.20
57.85
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 · 5.67%
Kalyan Jewellers India Ltd · 5.64%
Cash & Cash Equivalent · 4.42%
One 97 Communications Ltd · 4.40%
Bajaj Finance Ltd · 4.35%
Top Sectors
Healthcare · 27.30%
Financial Services · 21.91%
Capital Goods · 16.82%
Financial Services · 24.86%
Capital Goods · 24.56%
Consumer Durables · 13.26%
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%