Portfolio Management Services (PMS)Compare Schemes
Composite India - Emerging Star Fund vs Solidarity Advisors - Prudence
Add SchemeGrowth of ₹1 Crore
Composite India - Emerging Star Fund
Solidarity Advisors - Prudence
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%
8.45%
6 Months
25.00%
29.49%
1 Year
17.14%
37.09%
3 Years
16.20%
18.49%
5 Years
15.34%
12.39%
Since Inception
19.60%
18.64%
Fund Age
7 yrs 3 mo
10 yrs 3 mo
AUM
₹127.23 Cr
₹1,760.35 Cr
Alpha – 1 Year
12.42%
32.37%
Alpha – 3 Years
4.43%
6.40%
Information Ratio – 3 Years
0.38
0.52
Volatility – 1 Year
23.12%
25.02%
Volatility – 3 Years
20.20%
18.27%
Beta – 1 Year
1.18
1.22
Beta – 3 Years
1.05
0.89
Sharpe Ratio – 1 Year
0.56
1.18
Sharpe Ratio – 3 Years
0.61
0.74
Worst Rolling Year
13.55%
-0.28%
Value at Worst Rolling Year
₹1.14 Cr
₹1.00 Cr
Deepest Drawdown
−26.74%
−13.15%
Recovery Period
143 days
44 days
1-Year Rolling Windows Positive
100.00%
99.89%
Median Rolling Year
20.50%
16.20%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 26% · M 19% · S 50%
L 11% · S 71%
Number of Stocks
101
13
Portfolio P/E
52.20
41.36
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%
Yasho Industries Ltd · 13.57%
OTHER SECURITIES · 12.97%
HDFC Bank Ltd · 8.53%
Neogen Chemicals Ltd · 7.79%
Shivalik Bimetal Controls Ltd · 7.61%
Top Sectors
Healthcare · 27.30%
Financial Services · 21.91%
Capital Goods · 16.82%
Capital Goods · 23.99%
Chemicals · 21.36%
Automobile and Auto Components · 14.13%
Fixed Fee
1.00% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%