Portfolio Management Services (PMS)Compare Schemes
Composite India - Emerging Star Fund vs Oro-alpha compounders
Add SchemeGrowth of ₹1 Crore
Composite India - Emerging Star Fund
Oro-alpha compounders
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%
2.98%
6 Months
25.00%
−0.13%
1 Year
17.14%
−2.80%
3 Years
16.20%
13.20%
5 Years
15.34%
—
Since Inception
19.60%
13.51%
Fund Age
7 yrs 3 mo
3 yrs 8 mo
AUM
₹127.23 Cr
₹30.6 Cr
Alpha – 1 Year
12.42%
−5.78%
Alpha – 3 Years
4.43%
1.30%
Information Ratio – 3 Years
0.38
0.16
Volatility – 1 Year
23.12%
16.62%
Volatility – 3 Years
20.20%
16.99%
Beta – 1 Year
1.18
0.93
Beta – 3 Years
1.05
1.05
Sharpe Ratio – 1 Year
0.56
-0.42
Sharpe Ratio – 3 Years
0.61
0.50
Worst Rolling Year
13.55%
13.00%
Value at Worst Rolling Year
₹1.14 Cr
₹1.13 Cr
Deepest Drawdown
−26.74%
−20.23%
Recovery Period
143 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
20.50%
17.04%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 26% · M 19% · S 50%
L 44% · M 26% · S 17%
Number of Stocks
101
24
Portfolio P/E
52.20
32.10
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 · 12.60%
HDFC Bank Ltd · 4.89%
Bharat Electronics Ltd · 4.63%
Shriram Finance Ltd · 4.62%
Oil India Ltd · 4.57%
Top Sectors
Healthcare · 27.30%
Financial Services · 21.91%
Capital Goods · 16.82%
Financial Services · 17.33%
Capital Goods · 15.46%
Information Technology · 9.89%
Fixed Fee
1.00% / yr
1.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%