Portfolio Management Services (PMS)Compare Schemes
Composite India - GARP Fund vs Motilal Oswal - Mid to Mega strategy
Add SchemeGrowth of ₹1 Crore
Composite India - GARP Fund
Motilal Oswal - Mid to Mega strategy
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
Nifty 500 · 11.8%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
3.99%
4.17%
6 Months
22.77%
19.62%
1 Year
24.21%
12.19%
3 Years
13.20%
23.51%
5 Years
12.56%
13.96%
Since Inception
18.69%
23.13%
Fund Age
7 yrs 4 mo
6 yrs 7 mo
AUM
₹114.64 Cr
₹2,332.81 Cr
Alpha – 1 Year
19.49%
9.21%
Alpha – 3 Years
1.43%
11.63%
Information Ratio – 3 Years
0.12
0.83
Volatility – 1 Year
24.82%
26.11%
Volatility – 3 Years
21.64%
21.82%
Beta – 1 Year
1.34
1.32
Beta – 3 Years
1.13
1.14
Sharpe Ratio – 1 Year
0.78
0.33
Sharpe Ratio – 3 Years
0.46
0.83
Worst Rolling Year
10.43%
12.50%
Value at Worst Rolling Year
₹1.10 Cr
₹1.13 Cr
Deepest Drawdown
−24.42%
−24.27%
Recovery Period
92 days
461 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
18.16%
23.13%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 20% · M 28% · S 47%
L 14% · M 33% · S 52%
Number of Stocks
32
33
Portfolio P/E
37.13
52.72
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%
Coforge Ltd · 6.08%
Five-Star Business Finance Ltd · 5.74%
Navin Fluorine International Ltd · 3.82%
Kalyan Jewellers India Ltd · 3.62%
TD Power Systems Ltd · 3.62%
Top Sectors
Financial Services · 22.52%
Capital Goods · 19.92%
Healthcare · 18.45%
Financial Services · 28.12%
Consumer Durables · 14.39%
Capital Goods · 12.93%
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%