Portfolio Management Services (PMS)Compare Schemes
Composite India - GARP Fund vs SageOne - Core Portfolio
Add SchemeGrowth of ₹1 Crore
Composite India - GARP Fund
SageOne - Core Portfolio
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
35%
Nifty 500 · 11.8%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
3.99%
11.42%
6 Months
22.77%
35.03%
1 Year
24.21%
37.21%
3 Years
13.20%
27.05%
5 Years
12.56%
21.76%
Since Inception
18.69%
19.33%
Fund Age
7 yrs 4 mo
6 yrs 10 mo
AUM
₹114.64 Cr
₹2,975 Cr
Alpha – 1 Year
19.49%
23.77%
Alpha – 3 Years
1.43%
6.78%
Information Ratio – 3 Years
0.12
5.24
Volatility – 1 Year
24.82%
18.59%
Volatility – 3 Years
21.64%
19.39%
Beta – 1 Year
1.34
1.23
Beta – 3 Years
1.13
1.12
Sharpe Ratio – 1 Year
0.78
1.44
Sharpe Ratio – 3 Years
0.46
0.98
Worst Rolling Year
10.43%
-6.18%
Value at Worst Rolling Year
₹1.10 Cr
₹0.94 Cr
Deepest Drawdown
−24.42%
—
Recovery Period
92 days
—
1-Year Rolling Windows Positive
100.00%
92.59%
Median Rolling Year
18.16%
23.96%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 20% · M 28% · S 47%
—
Number of Stocks
32
14
Portfolio P/E
37.13
25.70
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%
—
Top Sectors
Financial Services · 22.52%
Capital Goods · 19.92%
Healthcare · 18.45%
—
Fixed Fee
1.00% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
3% / 2% / 1%