Portfolio Management Services (PMS)Compare Schemes
Composite India - GARP Fund vs NJ - Bluechip
Add SchemeGrowth of ₹1 Crore
Composite India - GARP Fund
NJ - Bluechip
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%
−1.21%
6 Months
22.77%
5.09%
1 Year
24.21%
0.26%
3 Years
13.20%
9.53%
5 Years
12.56%
5.40%
Since Inception
18.69%
12.09%
Fund Age
7 yrs 4 mo
8 yrs 5 mo
AUM
₹114.64 Cr
₹1,644.09 Cr
Alpha – 1 Year
19.49%
0.61%
Alpha – 3 Years
1.43%
0.54%
Information Ratio – 3 Years
0.12
0.06
Volatility – 1 Year
24.82%
17.94%
Volatility – 3 Years
21.64%
17.25%
Beta – 1 Year
1.34
1.03
Beta – 3 Years
1.13
1.11
Sharpe Ratio – 1 Year
0.78
-0.20
Sharpe Ratio – 3 Years
0.46
0.31
Worst Rolling Year
10.43%
2.29%
Value at Worst Rolling Year
₹1.10 Cr
₹1.02 Cr
Deepest Drawdown
−24.42%
−21.60%
Recovery Period
92 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
18.16%
16.16%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 20% · M 28% · S 47%
L 49% · M 36% · S 14%
Number of Stocks
32
20
Portfolio P/E
37.13
34.38
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%
Bajaj Auto Ltd · 8.58%
Hindustan Aeronautics Ltd · 7.96%
Nippon Life India Asset Management Ltd · 7.30%
Coromandel International Ltd · 6.87%
Coforge Ltd · 6.87%
Top Sectors
Financial Services · 22.52%
Capital Goods · 19.92%
Healthcare · 18.45%
Financial Services · 26.34%
Fast Moving Consumer Goods · 17.98%
Capital Goods · 14.07%
Fixed Fee
1.00% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
1% / 0% / 0%