Portfolio Management Services (PMS)Compare Schemes
Green Portfolio - The Impact ESG Fund vs Phillip Capital - Emerging India Portfolio
Add SchemeGrowth of ₹1 Crore
Green Portfolio - The Impact ESG Fund
Phillip Capital - Emerging India Portfolio
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 11.9%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
−3.33%
3.88%
6 Months
24.60%
18.21%
1 Year
7.56%
11.44%
3 Years
20.98%
9.27%
5 Years
—
10.90%
Since Inception
24.10%
13.08%
Fund Age
4 yrs 4 mo
9 yrs
AUM
₹3.89 Cr
₹29.3 Cr
Alpha – 1 Year
4.58%
6.74%
Alpha – 3 Years
9.08%
−1.95%
Information Ratio – 3 Years
0.07
-0.21
Volatility – 1 Year
32.74%
23.26%
Volatility – 3 Years
27.24%
18.09%
Beta – 1 Year
1.49
1.21
Beta – 3 Years
1.30
0.98
Sharpe Ratio – 1 Year
0.20
0.35
Sharpe Ratio – 3 Years
0.49
0.32
Worst Rolling Year
17.91%
0.11%
Value at Worst Rolling Year
₹1.18 Cr
₹1.00 Cr
Deepest Drawdown
−34.40%
−21.53%
Recovery Period
Not yet recovered
436 days
1-Year Rolling Windows Positive
100.00%
99.73%
Median Rolling Year
25.17%
15.41%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
—
L 6% · M 32% · S 55%
Number of Stocks
27
23
Portfolio P/E
52.77
49.89
Top 5 Holdings
Time Technoplast Ltd · 10.10%
HFCL Ltd · 8.63%
Coastal Corporation Ltd · 7.30%
Antony Waste Handling Cell Ltd · 7.04%
S P Apparels Ltd · 6.67%
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
—
Capital Goods · 19.95%
Chemicals · 15.09%
Automobile and Auto Components · 11.05%
Fixed Fee
2.25% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%