Portfolio Management Services (PMS)Compare Schemes
Composite India - Emerging Star Fund vs Prosperity - Discovery Fund
Add SchemeGrowth of ₹1 Crore
Composite India - Emerging Star Fund
Prosperity - Discovery Fund
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%
4.17%
6 Months
25.00%
20.15%
1 Year
17.14%
7.22%
3 Years
16.20%
9.88%
5 Years
15.34%
10.18%
Since Inception
19.60%
17.47%
Fund Age
7 yrs 3 mo
5 yrs 8 mo
AUM
₹127.23 Cr
₹112.12 Cr
Alpha – 1 Year
12.42%
2.50%
Alpha – 3 Years
4.43%
−2.21%
Information Ratio – 3 Years
0.38
-0.17
Volatility – 1 Year
23.12%
30.34%
Volatility – 3 Years
20.20%
23.32%
Beta – 1 Year
1.18
1.54
Beta – 3 Years
1.05
1.29
Sharpe Ratio – 1 Year
0.56
0.19
Sharpe Ratio – 3 Years
0.61
0.29
Worst Rolling Year
13.55%
8.52%
Value at Worst Rolling Year
₹1.14 Cr
₹1.09 Cr
Deepest Drawdown
−26.74%
−32.53%
Recovery Period
143 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
20.50%
18.20%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 26% · M 19% · S 50%
M 39% · S 59%
Number of Stocks
101
28
Portfolio P/E
52.20
38.78
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%
—
Top Sectors
Healthcare · 27.30%
Financial Services · 21.91%
Capital Goods · 16.82%
—
Fixed Fee
1.00% / yr
1.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
2% / 1% / 0%