Portfolio Management Services (PMS)Compare Schemes
Composite India - GARP Fund vs Sundaram Alternate - Rising Stars
Add SchemeGrowth of ₹1 Crore
Composite India - GARP Fund
Sundaram Alternate - Rising Stars
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%
7.03%
6 Months
22.77%
31.10%
1 Year
24.21%
52.47%
3 Years
13.20%
17.74%
5 Years
12.56%
16.38%
Since Inception
18.69%
15.58%
Fund Age
7 yrs 4 mo
16 yrs 9 mo
AUM
₹114.64 Cr
₹132.42 Cr
Alpha – 1 Year
19.49%
47.75%
Alpha – 3 Years
1.43%
5.65%
Information Ratio – 3 Years
0.12
0.46
Volatility – 1 Year
24.82%
26.74%
Volatility – 3 Years
21.64%
21.32%
Beta – 1 Year
1.34
1.30
Beta – 3 Years
1.13
0.97
Sharpe Ratio – 1 Year
0.78
1.52
Sharpe Ratio – 3 Years
0.46
0.68
Worst Rolling Year
10.43%
-15.93%
Value at Worst Rolling Year
₹1.10 Cr
₹0.84 Cr
Deepest Drawdown
−24.42%
−20.79%
Recovery Period
92 days
134 days
1-Year Rolling Windows Positive
100.00%
89.14%
Median Rolling Year
18.16%
15.32%
5-Year Rolling Windows Positive
100.00%
96.48%
Market-Cap Mix
L 20% · M 28% · S 47%
M 9% · S 83%
Number of Stocks
32
26
Portfolio P/E
37.13
31.63
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%
TD Power Systems Ltd · 7.04%
Acutaas Chemicals Ltd · 6.37%
Ujjivan Small Finance Bank Ltd · 5.90%
MTAR Technologies Ltd · 5.67%
Karur Vysya Bank Ltd · 5.60%
Top Sectors
Financial Services · 22.52%
Capital Goods · 19.92%
Healthcare · 18.45%
Financial Services · 28.90%
Capital Goods · 23.57%
Healthcare · 21.13%
Fixed Fee
1.00% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
1% / 0% / 0%