Portfolio Management Services (PMS)Compare Schemes
Composite India - GARP Fund vs Right Horizons - Flexi Cap
Add SchemeGrowth of ₹1 Crore
Composite India - GARP Fund
Right Horizons - Flexi Cap
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%
4.94%
6 Months
22.77%
11.49%
1 Year
24.21%
3.89%
3 Years
13.20%
8.19%
5 Years
12.56%
11.02%
Since Inception
18.69%
10.97%
Fund Age
7 yrs 4 mo
13 yrs 8 mo
AUM
₹114.64 Cr
₹360.51 Cr
Alpha – 1 Year
19.49%
0.91%
Alpha – 3 Years
1.43%
−3.69%
Information Ratio – 3 Years
0.12
-0.18
Volatility – 1 Year
24.82%
23.04%
Volatility – 3 Years
21.64%
19.34%
Beta – 1 Year
1.34
1.26
Beta – 3 Years
1.13
1.17
Sharpe Ratio – 1 Year
0.78
0.04
Sharpe Ratio – 3 Years
0.46
0.30
Worst Rolling Year
10.43%
-8.10%
Value at Worst Rolling Year
₹1.10 Cr
₹0.92 Cr
Deepest Drawdown
−24.42%
−30.43%
Recovery Period
92 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
95.59%
Median Rolling Year
18.16%
11.30%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 20% · M 28% · S 47%
L 38% · M 28% · S 33%
Number of Stocks
32
29
Portfolio P/E
37.13
37.17
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%
KEI Industries Ltd · 6.88%
Nuvama Wealth Management Ltd · 5.74%
ICICI Bank Ltd · 5.44%
Sky Gold & Diamonds Ltd · 5.38%
360 ONE WAM Ltd · 5.34%
Top Sectors
Financial Services · 22.52%
Capital Goods · 19.92%
Healthcare · 18.45%
Financial Services · 27.26%
Capital Goods · 15.52%
Consumer Durables · 13.57%
Fixed Fee
1.00% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
2% / 1% / 0%