Portfolio Management Services (PMS)Compare Schemes
Composite India - GARP Fund vs Enam India Vision Portfolio
Add SchemeGrowth of ₹1 Crore
Composite India - GARP Fund
Enam India Vision Portfolio
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 11.8%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
3.99%
1.68%
6 Months
22.77%
12.22%
1 Year
24.21%
16.41%
3 Years
13.20%
12.88%
5 Years
12.56%
—
Since Inception
18.69%
15.20%
Fund Age
7 yrs 4 mo
3 yrs 7 mo
AUM
₹114.64 Cr
₹890.3 Cr
Alpha – 1 Year
19.49%
11.69%
Alpha – 3 Years
1.43%
0.79%
Information Ratio – 3 Years
0.12
0.11
Volatility – 1 Year
24.82%
18.16%
Volatility – 3 Years
21.64%
14.87%
Beta – 1 Year
1.34
0.92
Beta – 3 Years
1.13
0.86
Sharpe Ratio – 1 Year
0.78
0.64
Sharpe Ratio – 3 Years
0.46
0.54
Worst Rolling Year
10.43%
11.39%
Value at Worst Rolling Year
₹1.10 Cr
₹1.11 Cr
Deepest Drawdown
−24.42%
−18.04%
Recovery Period
92 days
487 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
18.16%
13.55%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 20% · M 28% · S 47%
L 31% · M 50% · S 18%
Number of Stocks
32
20
Portfolio P/E
37.13
33.00
Top 5 Holdings
L&T Finance Ltd · 6.45%
Garware Hi Tech Films Ltd · 6.35%
Piramal Finance Ltd · 5.97%
Eicher Motors Ltd · 5.58%
Divis Laboratories Ltd · 5.56%
Piramal Finance Ltd · 10.75%
Aegis Logistics Ltd · 8.94%
Emcure Pharmaceuticals Ltd · 7.58%
Glenmark Pharmaceuticals Ltd · 7.51%
Bharti Airtel Ltd · 6.89%
Top Sectors
Financial Services · 22.52%
Capital Goods · 19.92%
Healthcare · 18.45%
—
Fixed Fee
1.00% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%