Portfolio Management Services (PMS)Compare Schemes
Composite India - GARP Fund vs Motilal Oswal - Ethical
Add SchemeGrowth of ₹1 Crore
Composite India - GARP Fund
Motilal Oswal - Ethical
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%
1.53%
6 Months
22.77%
18.13%
1 Year
24.21%
13.15%
3 Years
13.20%
14.12%
5 Years
12.56%
11.96%
Since Inception
18.69%
13.25%
Fund Age
7 yrs 4 mo
5 yrs 1 mo
AUM
₹114.64 Cr
₹77.09 Cr
Alpha – 1 Year
19.49%
10.17%
Alpha – 3 Years
1.43%
2.24%
Information Ratio – 3 Years
0.12
0.36
Volatility – 1 Year
24.82%
23.76%
Volatility – 3 Years
21.64%
19.81%
Beta – 1 Year
1.34
1.23
Beta – 3 Years
1.13
1.14
Sharpe Ratio – 1 Year
0.78
0.40
Sharpe Ratio – 3 Years
0.46
0.50
Worst Rolling Year
10.43%
8.04%
Value at Worst Rolling Year
₹1.10 Cr
₹1.08 Cr
Deepest Drawdown
−24.42%
−27.15%
Recovery Period
92 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
18.16%
16.70%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 20% · M 28% · S 47%
L 28% · M 28% · S 44%
Number of Stocks
32
20
Portfolio P/E
37.13
52.66
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%
Syrma SGS Technology Ltd · 8.40%
Cummins India Ltd · 7.80%
KEI Industries Ltd · 7.75%
Apar Industries Ltd · 7.60%
Global Health Ltd · 7.45%
Top Sectors
Financial Services · 22.52%
Capital Goods · 19.92%
Healthcare · 18.45%
Capital Goods · 46.87%
Consumer Durables · 14.47%
Information Technology · 13.64%
Fixed Fee
1.00% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
2% / 0% / 0%