Portfolio Management Services (PMS)Compare Schemes
Composite India - Emerging Star Fund vs NJ - Bluechip
Add SchemeGrowth of ₹1 Crore
Composite India - Emerging Star Fund
NJ - Bluechip
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%
−1.21%
6 Months
25.00%
5.09%
1 Year
17.14%
0.26%
3 Years
16.20%
9.53%
5 Years
15.34%
5.40%
Since Inception
19.60%
12.09%
Fund Age
7 yrs 3 mo
8 yrs 5 mo
AUM
₹127.23 Cr
₹1,644.09 Cr
Alpha – 1 Year
12.42%
0.61%
Alpha – 3 Years
4.43%
0.54%
Information Ratio – 3 Years
0.38
0.06
Volatility – 1 Year
23.12%
17.94%
Volatility – 3 Years
20.20%
17.25%
Beta – 1 Year
1.18
1.03
Beta – 3 Years
1.05
1.11
Sharpe Ratio – 1 Year
0.56
-0.20
Sharpe Ratio – 3 Years
0.61
0.31
Worst Rolling Year
13.55%
2.29%
Value at Worst Rolling Year
₹1.14 Cr
₹1.02 Cr
Deepest Drawdown
−26.74%
−21.60%
Recovery Period
143 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
20.50%
16.16%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 26% · M 19% · S 50%
L 49% · M 36% · S 14%
Number of Stocks
101
20
Portfolio P/E
52.20
34.38
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%
Bajaj Auto Ltd · 8.58%
Hindustan Aeronautics Ltd · 7.96%
Nippon Life India Asset Management Ltd · 7.30%
Coromandel International Ltd · 6.87%
Coforge Ltd · 6.87%
Top Sectors
Healthcare · 27.30%
Financial Services · 21.91%
Capital Goods · 16.82%
Financial Services · 26.34%
Fast Moving Consumer Goods · 17.98%
Capital Goods · 14.07%
Fixed Fee
1.00% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
1% / 0% / 0%