Portfolio Management Services (PMS)Compare Schemes
Composite India - GARP Fund vs Unifi Blended - Rangoli
Add SchemeGrowth of ₹1 Crore
Composite India - GARP Fund
Unifi Blended - Rangoli
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%
3.17%
6 Months
22.77%
10.91%
1 Year
24.21%
10.45%
3 Years
13.20%
10.60%
5 Years
12.56%
10.74%
Since Inception
18.69%
18.07%
Fund Age
7 yrs 4 mo
9 yrs 2 mo
AUM
₹114.64 Cr
₹11,464.61 Cr
Alpha – 1 Year
19.49%
5.73%
Alpha – 3 Years
1.43%
−1.49%
Information Ratio – 3 Years
0.12
-0.11
Volatility – 1 Year
24.82%
18.78%
Volatility – 3 Years
21.64%
16.83%
Beta – 1 Year
1.34
1.04
Beta – 3 Years
1.13
1.02
Sharpe Ratio – 1 Year
0.78
0.34
Sharpe Ratio – 3 Years
0.46
0.37
Worst Rolling Year
10.43%
4.89%
Value at Worst Rolling Year
₹1.10 Cr
₹1.05 Cr
Deepest Drawdown
−24.42%
−19.94%
Recovery Period
92 days
153 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
18.16%
19.21%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 20% · M 28% · S 47%
L 24% · M 11% · S 66%
Number of Stocks
32
—
Portfolio P/E
37.13
21.80
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%
Redington Ltd
Narayana Hrudayalaya Ltd
Bank of Baroda
Mahindra & Mahindra Ltd
Sagility Ltd
Top Sectors
Financial Services · 22.52%
Capital Goods · 19.92%
Healthcare · 18.45%
—
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%