Portfolio Management Services (PMS)Compare Schemes
Composite India - GARP Fund vs Ksema - Alpha
Add SchemeGrowth of ₹1 Crore
Composite India - GARP Fund
Ksema - Alpha
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 11.8%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
3.99%
1.08%
6 Months
22.77%
1.74%
1 Year
24.21%
10.49%
3 Years
13.20%
12.80%
5 Years
12.56%
12.91%
Since Inception
18.69%
15.37%
Fund Age
7 yrs 4 mo
7 yrs 7 mo
AUM
₹114.64 Cr
₹15.96 Cr
Alpha – 1 Year
19.49%
10.84%
Alpha – 3 Years
1.43%
3.80%
Information Ratio – 3 Years
0.12
0.47
Volatility – 1 Year
24.82%
19.22%
Volatility – 3 Years
21.64%
17.53%
Beta – 1 Year
1.34
1.18
Beta – 3 Years
1.13
1.15
Sharpe Ratio – 1 Year
0.78
0.34
Sharpe Ratio – 3 Years
0.46
0.48
Worst Rolling Year
10.43%
12.46%
Value at Worst Rolling Year
₹1.10 Cr
₹1.12 Cr
Deepest Drawdown
−24.42%
−19.38%
Recovery Period
92 days
275 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
18.16%
18.63%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 20% · M 28% · S 47%
L 64% · M 15% · S 21%
Number of Stocks
32
38
Portfolio P/E
37.13
24.65
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%
ICICI Bank Ltd · 7.48%
Reliance Industries Ltd · 5.01%
State Bank of India · 4.98%
Larsen & Toubro Ltd · 4.80%
Hindustan Aeronautics Ltd · 4.61%
Top Sectors
Financial Services · 22.52%
Capital Goods · 19.92%
Healthcare · 18.45%
Financial Services · 28.23%
Capital Goods · 19.95%
Automobile and Auto Components · 17.15%
Fixed Fee
1.00% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
3% / 2% / 1%