Portfolio Management Services (PMS)Compare Schemes
Composite India - GARP Fund vs QED Capital - Alphabets
Add SchemeGrowth of ₹1 Crore
Composite India - GARP Fund
QED Capital - Alphabets
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%
4.25%
6 Months
22.77%
7.44%
1 Year
24.21%
14.27%
3 Years
13.20%
13.32%
5 Years
12.56%
10.94%
Since Inception
18.69%
15.43%
Fund Age
7 yrs 4 mo
5 yrs 4 mo
AUM
₹114.64 Cr
₹21.45 Cr
Alpha – 1 Year
19.49%
9.55%
Alpha – 3 Years
1.43%
1.23%
Information Ratio – 3 Years
0.12
0.37
Volatility – 1 Year
24.82%
12.68%
Volatility – 3 Years
21.64%
17.36%
Beta – 1 Year
1.34
0.58
Beta – 3 Years
1.13
0.73
Sharpe Ratio – 1 Year
0.78
0.70
Sharpe Ratio – 3 Years
0.46
0.70
Worst Rolling Year
10.43%
12.64%
Value at Worst Rolling Year
₹1.10 Cr
₹1.13 Cr
Deepest Drawdown
−24.42%
−26.06%
Recovery Period
92 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
18.16%
17.49%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 20% · M 28% · S 47%
L 7% · M 28% · S 62%
Number of Stocks
32
—
Portfolio P/E
37.13
—
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 · 6.39%
Apar Industries Ltd · 5.62%
Karur Vysya Bank Ltd · 5.55%
Federal Bank Ltd · 5.48%
Cummins India Ltd · 5.31%
Top Sectors
Financial Services · 22.52%
Capital Goods · 19.92%
Healthcare · 18.45%
Financial Services · 34.27%
Capital Goods · 23.09%
Healthcare · 5.74%
Fixed Fee
1.00% / yr
1.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
3% / 2% / 1%