Portfolio Management Services (PMS)Compare Schemes
Composite India - GARP Fund vs Green Portfolio - The Impact ESG Fund
Add SchemeGrowth of ₹1 Crore
Composite India - GARP Fund
Green Portfolio - The Impact ESG Fund
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 11.8%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
3.99%
−3.33%
6 Months
22.77%
24.60%
1 Year
24.21%
7.56%
3 Years
13.20%
20.98%
5 Years
12.56%
—
Since Inception
18.69%
24.10%
Fund Age
7 yrs 4 mo
4 yrs 4 mo
AUM
₹114.64 Cr
₹3.89 Cr
Alpha – 1 Year
19.49%
4.58%
Alpha – 3 Years
1.43%
9.08%
Information Ratio – 3 Years
0.12
0.07
Volatility – 1 Year
24.82%
32.74%
Volatility – 3 Years
21.64%
27.24%
Beta – 1 Year
1.34
1.49
Beta – 3 Years
1.13
1.30
Sharpe Ratio – 1 Year
0.78
0.20
Sharpe Ratio – 3 Years
0.46
0.49
Worst Rolling Year
10.43%
17.91%
Value at Worst Rolling Year
₹1.10 Cr
₹1.18 Cr
Deepest Drawdown
−24.42%
−34.40%
Recovery Period
92 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
18.16%
25.17%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 20% · M 28% · S 47%
—
Number of Stocks
32
27
Portfolio P/E
37.13
52.77
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%
Time Technoplast Ltd · 10.10%
HFCL Ltd · 8.63%
Coastal Corporation Ltd · 7.30%
Antony Waste Handling Cell Ltd · 7.04%
S P Apparels Ltd · 6.67%
Top Sectors
Financial Services · 22.52%
Capital Goods · 19.92%
Healthcare · 18.45%
—
Fixed Fee
1.00% / yr
2.25% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%