Portfolio Management Services (PMS)Compare Schemes
Alphaa Better Risk Reward 30 stocks vs Phillip Capital - Emerging India Portfolio
Add SchemeGrowth of ₹1 Crore
Alphaa Better Risk Reward 30 stocks
Phillip Capital - Emerging India Portfolio
Return for the risk
3 yrs return
0%
5%
10%
15%
NIFTY 50 Total Return Index · 9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−1.54%
3.88%
6 Months
−5.38%
18.21%
1 Year
−6.70%
11.44%
3 Years
7.98%
9.27%
5 Years
—
10.90%
Since Inception
7.98%
13.08%
Fund Age
2 yrs 11 mo
9 yrs
AUM
₹7.31 Cr
₹29.3 Cr
Alpha – 1 Year
−6.35%
6.74%
Alpha – 3 Years
−1.02%
−1.95%
Information Ratio – 3 Years
-0.08
-0.21
Volatility – 1 Year
17.44%
23.26%
Volatility – 3 Years
15.65%
18.09%
Beta – 1 Year
1.08
1.21
Beta – 3 Years
—
0.98
Sharpe Ratio – 1 Year
-0.61
0.35
Sharpe Ratio – 3 Years
0.22
0.32
Worst Rolling Year
—
0.11%
Value at Worst Rolling Year
—
₹1.00 Cr
Deepest Drawdown
−21.15%
−21.53%
Recovery Period
Not yet recovered
436 days
1-Year Rolling Windows Positive
—
99.73%
Median Rolling Year
—
15.41%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 61% · M 26% · S 9%
L 6% · M 32% · S 55%
Number of Stocks
66
23
Portfolio P/E
27.03
49.89
Top 5 Holdings
HDFC Bank Ltd · 17.83%
Britannia Industries Ltd · 12.81%
Cash & Cash Equivalent · 8.07%
Bharti Airtel Ltd · 3.91%
Infosys Ltd · 3.85%
Cash & Cash Equivalent · 6.95%
Coforge Ltd · 5.74%
Syrma SGS Technology Ltd · 4.69%
Vishnu Chemicals Ltd · 4.48%
Carysil Ltd · 4.45%
Top Sectors
Financial Services · 31.63%
Fast Moving Consumer Goods · 18.10%
Healthcare · 10.31%
Capital Goods · 19.95%
Chemicals · 15.09%
Automobile and Auto Components · 11.05%
Fixed Fee
1.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1.5% / 0% / 0%
0% / 0% / 0%