PMS · Equity · Mid & Small Cap
Composite India - Emerging Star Fund
Fund size₹127 Cr
Alpha (3Y)4.65%
3Y return16.20%
Fund age7 yrs 3 mo
Fund Manager
Vinod Jayaram
Vinod Jayaram
Fund Manager, PMS, Composite Investments
Vinod specializes in investing in listed Indian mid and small cap companies. He is always in the lookout for companies that are relentlessly taking small steps in the right direction that in turn builds on itself and gains momentum and produces more and more positive results, just like a flywheel. He was associated with one of the best performing small & mid cap fund (Novastar Funds) during 2010-2015 (family of a board member at Berkshire Hathaway invested in the fund). He has done his PGDM from IIM Lucknow and B.com (Hons) from Sri Satya Sai University. His interests include Crossfit, Vipassana, Running and Reading.
Managing AUM₹127 Cr
Growth of₹Cr
Composite India Emerging Star
Returns: How it has done
Scheme / BenchmarkYTD1Y2Y3Y5YSince inception
Composite India Emerging Star15.09%17.14%4.37%16.20%15.34%19.60%
Nifty 500−1.02%4.72%−0.17%11.77%10.91%14.28%
Excess over benchmark16.11%12.42%4.54%4.43%4.43%5.32%
Returns up to one year are absolute; two years and above are annualised (CAGR). YTD is calendar-year-to-date. As on 31 Aug 2026.
Risk : What you take on to earn the return
Volatility
20.20%
Benchmark approx 14.78%
A standard deviation reflecting historical swings.
Sensitivity
1.05
Beta vs benchmark 1.00 · 5% more reactive
How strongly the scheme moves with the index.
Risk-reward
0.61
Sharpe
Excess return gained per unit of volatility.
Capture ratio
105 / 73
Upside / Downside Capture
Share of market gains captured versus losses absorbed.
How far below its previous high it fell
Over the trailing 3Y window the scheme fell −26.74% from its 16 Dec 2024 peak to a 31 Mar 2026 trough, and recovered on 21 Aug 2026 after 143 days.
Max drawdowns
−26.74%
Recovery period
143 days
Scheme Drawdown Trajectory
Drawdown analysisPeakTroughDepthFell overRecoveredRecovery took
Scheme16 Dec 202431 Mar 2026−26.74%470 days21 Aug 2026143 days
Benchmark30 Aug 202428 Feb 2025−18.59%182 days––
Scheme
Peak16 Dec 2024
Trough31 Mar 2026
Depth−26.74%
Fell over470 days
Recovered21 Aug 2026
Recovery took143 days
Benchmark
Peak30 Aug 2024
Trough28 Feb 2025
Depth−18.59%
Fell over182 days
Recovered–
Recovery took–
The benchmark's peak, trough and recovery are read off its month-end curve; the scheme's row is measured on daily NAV. · Risk and drawdown use a trailing 3Y window · As on 31 Aug 2026
Portfolio Details : Where the money actually sits
Stocks
101
P/E ratio
52.20
P/B ratio
6.27
Dividend yield
0.26%
Avg market cap
₹1.13 L Cr
Median market cap
₹16,320 Cr
Asset class
Equity
Market cap
Large cap26.10%
Mid cap18.57%
Small cap49.74%
Cash & others5.59%
As on 31 Aug 2026
Fees
A fixed plan is cheaper when returns are strong. A performance plan costs less in lean years and shares the upside only when the fund beats a hurdle.
FixedPlan A · Simple
Fixed Management Fee1.00% / yr
Performance FeeNone
Hurdle RateNot applicable
VariablePlan B · Performance Linked
Fixed Management FeeNone
Performance Fee20% of profit
Hurdle RateAbove 10%
No exit load. Lock-in: Nil.
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