Portfolio Management Services (PMS)Compare Schemes
Composite India - Emerging Star Fund vs Wealth Managers - Focused Leadership Portfolio
Add SchemeGrowth of ₹1 Crore
Composite India - Emerging Star Fund
Wealth Managers - Focused Leadership Portfolio
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%
4.79%
6 Months
25.00%
13.10%
1 Year
17.14%
18.11%
3 Years
16.20%
14.56%
5 Years
15.34%
8.71%
Since Inception
19.60%
13.67%
Fund Age
7 yrs 3 mo
11 yrs 2 mo
AUM
₹127.23 Cr
₹138.06 Cr
Alpha – 1 Year
12.42%
18.46%
Alpha – 3 Years
4.43%
5.57%
Information Ratio – 3 Years
0.38
0.62
Volatility – 1 Year
23.12%
22.83%
Volatility – 3 Years
20.20%
16.72%
Beta – 1 Year
1.18
1.29
Beta – 3 Years
1.05
1.00
Sharpe Ratio – 1 Year
0.56
0.61
Sharpe Ratio – 3 Years
0.61
0.55
Worst Rolling Year
13.55%
-8.44%
Value at Worst Rolling Year
₹1.14 Cr
₹0.92 Cr
Deepest Drawdown
−26.74%
−17.10%
Recovery Period
143 days
115 days
1-Year Rolling Windows Positive
100.00%
92.53%
Median Rolling Year
20.50%
13.06%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 26% · M 19% · S 50%
L 38% · M 14% · S 45%
Number of Stocks
101
18
Portfolio P/E
52.20
38.70
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%
Laurus Labs Ltd · 8.84%
State Bank of India · 8.57%
HDFC Bank Ltd · 7.72%
Bajaj Finance Ltd · 7.61%
Manorama Industries Ltd · 6.88%
Top Sectors
Healthcare · 27.30%
Financial Services · 21.91%
Capital Goods · 16.82%
Financial Services · 34.00%
Capital Goods · 20.95%
Fast Moving Consumer Goods · 19.35%
Fixed Fee
1.00% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
2% of profit
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%