Portfolio Management Services (PMS)Compare Schemes
Composite India - GARP Fund vs Sundaram Alternate - SELF
Add SchemeGrowth of ₹1 Crore
Composite India - GARP Fund
Sundaram Alternate - SELF
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
Nifty 500 · 11.8%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
3.99%
7.67%
6 Months
22.77%
27.70%
1 Year
24.21%
47.52%
3 Years
13.20%
23.98%
5 Years
12.56%
15.87%
Since Inception
18.69%
18.55%
Fund Age
7 yrs 4 mo
16 yrs 2 mo
AUM
₹114.64 Cr
₹1,022.92 Cr
Alpha – 1 Year
19.49%
42.80%
Alpha – 3 Years
1.43%
11.89%
Information Ratio – 3 Years
0.12
1.12
Volatility – 1 Year
24.82%
28.29%
Volatility – 3 Years
21.64%
20.76%
Beta – 1 Year
1.34
1.36
Beta – 3 Years
1.13
1.07
Sharpe Ratio – 1 Year
0.78
1.33
Sharpe Ratio – 3 Years
0.46
0.99
Worst Rolling Year
10.43%
-4.58%
Value at Worst Rolling Year
₹1.10 Cr
₹0.95 Cr
Deepest Drawdown
−24.42%
−19.51%
Recovery Period
92 days
115 days
1-Year Rolling Windows Positive
100.00%
97.86%
Median Rolling Year
18.16%
18.35%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 20% · M 28% · S 47%
L 22% · M 32% · S 42%
Number of Stocks
32
26
Portfolio P/E
37.13
50.74
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 · 7.13%
MTAR Technologies Ltd · 6.16%
Bharat Heavy Electricals Ltd · 5.50%
Acutaas Chemicals Ltd · 5.03%
KEI Industries Ltd · 4.81%
Top Sectors
Financial Services · 22.52%
Capital Goods · 19.92%
Healthcare · 18.45%
Capital Goods · 33.61%
Financial Services · 28.27%
Healthcare · 13.73%
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%