Portfolio Management Services (PMS)Compare Schemes
Composite India - GARP Fund vs Right Horizons - Supervalue Aggressive
Add SchemeGrowth of ₹1 Crore
Composite India - GARP Fund
Right Horizons - Supervalue Aggressive
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%
2.93%
6 Months
22.77%
19.55%
1 Year
24.21%
11.69%
3 Years
13.20%
15.46%
5 Years
12.56%
—
Since Inception
18.69%
23.05%
Fund Age
7 yrs 4 mo
3 yrs 4 mo
AUM
₹114.64 Cr
₹95.08 Cr
Alpha – 1 Year
19.49%
8.71%
Alpha – 3 Years
1.43%
3.58%
Information Ratio – 3 Years
0.12
0.52
Volatility – 1 Year
24.82%
27.25%
Volatility – 3 Years
21.64%
23.29%
Beta – 1 Year
1.34
1.44
Beta – 3 Years
1.13
1.22
Sharpe Ratio – 1 Year
0.78
0.33
Sharpe Ratio – 3 Years
0.46
0.66
Worst Rolling Year
10.43%
15.47%
Value at Worst Rolling Year
₹1.10 Cr
₹1.15 Cr
Deepest Drawdown
−24.42%
−32.01%
Recovery Period
92 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
18.16%
17.67%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 20% · M 28% · S 47%
—
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%
Sky Gold & Diamonds Ltd · 9.78%
Nuvama Wealth Management Ltd · 7.04%
KEI Industries Ltd · 5.98%
Yatharth Hospital & Trauma Care Services Ltd · 5.73%
V2 Retail Ltd · 5.11%
Top Sectors
Financial Services · 22.52%
Capital Goods · 19.92%
Healthcare · 18.45%
—
Fixed Fee
1.00% / yr
1.00% / yr
Performance Fee / Plan
Fixed Plan
20% of profit, above 8%
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
3% / 2% / 1%