Portfolio Management Services (PMS)Compare Schemes
Composite India - GARP Fund vs Green Lantern - Growth Fund
Add SchemeGrowth of ₹1 Crore
Composite India - GARP Fund
Green Lantern - Growth Fund
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
35%
Nifty 500 · 11.8%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
3.99%
1.81%
6 Months
22.77%
9.83%
1 Year
24.21%
13.53%
3 Years
13.20%
28.65%
5 Years
12.56%
30.15%
Since Inception
18.69%
22.72%
Fund Age
7 yrs 4 mo
8 yrs 8 mo
AUM
₹114.64 Cr
₹1,835.92 Cr
Alpha – 1 Year
19.49%
8.81%
Alpha – 3 Years
1.43%
16.56%
Information Ratio – 3 Years
0.12
1.28
Volatility – 1 Year
24.82%
19.12%
Volatility – 3 Years
21.64%
18.89%
Beta – 1 Year
1.34
0.96
Beta – 3 Years
1.13
0.91
Sharpe Ratio – 1 Year
0.78
0.47
Sharpe Ratio – 3 Years
0.46
1.16
Worst Rolling Year
10.43%
-6.00%
Value at Worst Rolling Year
₹1.10 Cr
₹0.94 Cr
Deepest Drawdown
−24.42%
−13.66%
Recovery Period
92 days
411 days
1-Year Rolling Windows Positive
100.00%
97.32%
Median Rolling Year
18.16%
40.41%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 20% · M 28% · S 47%
L 24% · M 10% · S 45%
Number of Stocks
32
—
Portfolio P/E
37.13
—
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%
Exide Industries Ltd
Bharat Heavy Electricals Ltd
State Bank of India
Engineers India Ltd
Alivus Life Sciences Ltd
Top Sectors
Financial Services · 22.52%
Capital Goods · 19.92%
Healthcare · 18.45%
Capital Goods · 26.98%
Healthcare · 13.37%
Automobile and Auto Components · 11.01%
Fixed Fee
1.00% / yr
1.50% / yr
Performance Fee / Plan
Fixed Plan
12% of profit, above 10%
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
3% / 2% / 0%