Portfolio Management Services (PMS)Compare Schemes
Composite India - GARP Fund vs Wealth Managers - Focused Leadership Portfolio
Add SchemeGrowth of ₹1 Crore
Composite India - GARP Fund
Wealth Managers - Focused Leadership Portfolio
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%
4.79%
6 Months
22.77%
13.10%
1 Year
24.21%
18.11%
3 Years
13.20%
14.56%
5 Years
12.56%
8.71%
Since Inception
18.69%
13.67%
Fund Age
7 yrs 4 mo
11 yrs 2 mo
AUM
₹114.64 Cr
₹138.06 Cr
Alpha – 1 Year
19.49%
18.46%
Alpha – 3 Years
1.43%
5.57%
Information Ratio – 3 Years
0.12
0.62
Volatility – 1 Year
24.82%
22.83%
Volatility – 3 Years
21.64%
16.72%
Beta – 1 Year
1.34
1.29
Beta – 3 Years
1.13
1.00
Sharpe Ratio – 1 Year
0.78
0.61
Sharpe Ratio – 3 Years
0.46
0.55
Worst Rolling Year
10.43%
-8.44%
Value at Worst Rolling Year
₹1.10 Cr
₹0.92 Cr
Deepest Drawdown
−24.42%
−17.10%
Recovery Period
92 days
115 days
1-Year Rolling Windows Positive
100.00%
92.53%
Median Rolling Year
18.16%
13.06%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 20% · M 28% · S 47%
L 38% · M 14% · S 45%
Number of Stocks
32
18
Portfolio P/E
37.13
38.70
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%
Laurus Labs Ltd · 8.84%
State Bank of India · 8.57%
HDFC Bank Ltd · 7.72%
Bajaj Finance Ltd · 7.61%
Manorama Industries Ltd · 6.88%
Top Sectors
Financial Services · 22.52%
Capital Goods · 19.92%
Healthcare · 18.45%
Financial Services · 34.00%
Capital Goods · 20.95%
Fast Moving Consumer Goods · 19.35%
Fixed Fee
1.00% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
2% of profit
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%