Portfolio Management Services (PMS)Compare Schemes
Composite India - GARP Fund vs ValueQuest - Platinum
Add SchemeGrowth of ₹1 Crore
Composite India - GARP Fund
ValueQuest - Platinum
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%
2.62%
6 Months
22.77%
20.31%
1 Year
24.21%
5.50%
3 Years
13.20%
14.22%
5 Years
12.56%
16.13%
Since Inception
18.69%
18.70%
Fund Age
7 yrs 4 mo
9 yrs 8 mo
AUM
₹114.64 Cr
₹3,491.64 Cr
Alpha – 1 Year
19.49%
2.52%
Alpha – 3 Years
1.43%
2.33%
Information Ratio – 3 Years
0.12
0.19
Volatility – 1 Year
24.82%
25.24%
Volatility – 3 Years
21.64%
21.26%
Beta – 1 Year
1.34
1.29
Beta – 3 Years
1.13
1.17
Sharpe Ratio – 1 Year
0.78
0.11
Sharpe Ratio – 3 Years
0.46
0.48
Worst Rolling Year
10.43%
-9.34%
Value at Worst Rolling Year
₹1.10 Cr
₹0.91 Cr
Deepest Drawdown
−24.42%
−6.25%
Recovery Period
92 days
13 days
1-Year Rolling Windows Positive
100.00%
93.29%
Median Rolling Year
18.16%
15.30%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 20% · M 28% · S 47%
L 23% · M 15% · S 57%
Number of Stocks
32
30
Portfolio P/E
37.13
—
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%
Inventurus Knowledge Solutions Ltd
Cholamandalam Investment & Finance Company Ltd
Concord Biotech Ltd
Tenneco Clean Air India Ltd
Hindustan Aeronautics Ltd
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%
1% / 1% / 1%