Portfolio Management Services (PMS)Compare Schemes
Composite India - GARP Fund vs Solidarity Advisors - Prudence
Add SchemeGrowth of ₹1 Crore
Composite India - GARP Fund
Solidarity Advisors - Prudence
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 11.8%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
3.99%
8.45%
6 Months
22.77%
29.49%
1 Year
24.21%
37.09%
3 Years
13.20%
18.49%
5 Years
12.56%
12.39%
Since Inception
18.69%
18.64%
Fund Age
7 yrs 4 mo
10 yrs 3 mo
AUM
₹114.64 Cr
₹1,760.35 Cr
Alpha – 1 Year
19.49%
32.37%
Alpha – 3 Years
1.43%
6.40%
Information Ratio – 3 Years
0.12
0.52
Volatility – 1 Year
24.82%
25.02%
Volatility – 3 Years
21.64%
18.27%
Beta – 1 Year
1.34
1.22
Beta – 3 Years
1.13
0.89
Sharpe Ratio – 1 Year
0.78
1.18
Sharpe Ratio – 3 Years
0.46
0.74
Worst Rolling Year
10.43%
-0.28%
Value at Worst Rolling Year
₹1.10 Cr
₹1.00 Cr
Deepest Drawdown
−24.42%
−13.15%
Recovery Period
92 days
44 days
1-Year Rolling Windows Positive
100.00%
99.89%
Median Rolling Year
18.16%
16.20%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 20% · M 28% · S 47%
L 11% · S 71%
Number of Stocks
32
13
Portfolio P/E
37.13
41.36
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%
Yasho Industries Ltd · 13.57%
OTHER SECURITIES · 12.97%
HDFC Bank Ltd · 8.53%
Neogen Chemicals Ltd · 7.79%
Shivalik Bimetal Controls Ltd · 7.61%
Top Sectors
Financial Services · 22.52%
Capital Goods · 19.92%
Healthcare · 18.45%
Capital Goods · 23.99%
Chemicals · 21.36%
Automobile and Auto Components · 14.13%
Fixed Fee
1.00% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%