Portfolio Management Services (PMS)Compare Schemes
Composite India - GARP Fund vs ORO - All Weather Portfolio
Add SchemeGrowth of ₹1 Crore
Composite India - GARP Fund
ORO - All Weather Portfolio
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%
−0.19%
6 Months
22.77%
−0.42%
1 Year
24.21%
−4.58%
3 Years
13.20%
16.32%
5 Years
12.56%
13.17%
Since Inception
18.69%
13.94%
Fund Age
7 yrs 4 mo
6 yrs 6 mo
AUM
₹114.64 Cr
₹13.16 Cr
Alpha – 1 Year
19.49%
−7.56%
Alpha – 3 Years
1.43%
4.42%
Information Ratio – 3 Years
0.12
0.49
Volatility – 1 Year
24.82%
16.90%
Volatility – 3 Years
21.64%
17.54%
Beta – 1 Year
1.34
0.86
Beta – 3 Years
1.13
0.99
Sharpe Ratio – 1 Year
0.78
-0.52
Sharpe Ratio – 3 Years
0.46
0.69
Worst Rolling Year
10.43%
3.91%
Value at Worst Rolling Year
₹1.10 Cr
₹1.04 Cr
Deepest Drawdown
−24.42%
−19.46%
Recovery Period
92 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
18.16%
21.20%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 20% · M 28% · S 47%
L 66% · M 23%
Number of Stocks
32
20
Portfolio P/E
37.13
20.74
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%
State Bank of India · 6.08%
Hindalco Industries Ltd · 6.07%
Indian Bank · 5.89%
Bank of Baroda · 5.69%
Torrent Pharmaceuticals Ltd · 5.53%
Top Sectors
Financial Services · 22.52%
Capital Goods · 19.92%
Healthcare · 18.45%
Financial Services · 30.25%
Automobile and Auto Components · 14.27%
Capital Goods · 13.88%
Fixed Fee
1.00% / yr
1.00% / yr
Performance Fee / Plan
Fixed Plan
15% of profit, above 10%
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%