Portfolio Management Services (PMS)Compare Schemes
MASK Prime Picks vs Phillip Ethical India Portfolio
Add SchemeGrowth of ₹1 Crore
MASK Prime Picks
Phillip Ethical India Portfolio
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.74%
3.05%
6 Months
3.03%
16.92%
1 Year
3.99%
10.56%
3 Years
8.85%
6.67%
5 Years
8.35%
7.52%
Since Inception
10.50%
10.84%
Fund Age
8 yrs 2 mo
8 yrs 8 mo
AUM
₹274.26 Cr
₹10.35 Cr
Alpha – 1 Year
−0.73%
5.86%
Alpha – 3 Years
−3.23%
−4.55%
Information Ratio – 3 Years
-0.72
-0.70
Volatility – 1 Year
15.72%
20.12%
Volatility – 3 Years
15.15%
17.20%
Beta – 1 Year
0.89
1.04
Beta – 3 Years
0.94
0.98
Sharpe Ratio – 1 Year
-0.08
0.33
Sharpe Ratio – 3 Years
0.27
0.11
Worst Rolling Year
7.13%
4.20%
Value at Worst Rolling Year
₹1.07 Cr
₹1.04 Cr
Deepest Drawdown
−20.31%
−24.72%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
15.28%
14.71%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 48% · M 27% · S 18%
L 14% · M 44% · S 40%
Number of Stocks
40
21
Portfolio P/E
30.14
51.26
Top 5 Holdings
ICICI Bank Ltd · 4.71%
Reliance Industries Ltd · 4.51%
Bajaj Finance Ltd · 3.95%
Larsen & Toubro Ltd · 3.84%
HDFC Bank Ltd · 3.83%
Uno Minda Ltd · 7.68%
Himadri Speciality Chemical Ltd · 6.68%
Coforge Ltd · 6.15%
Garware Hi Tech Films Ltd · 6.12%
KEI Industries Ltd · 5.84%
Top Sectors
Financial Services · 31.99%
Consumer Durables · 12.01%
Automobile and Auto Components · 8.57%
Capital Goods · 33.82%
Automobile and Auto Components · 17.29%
Chemicals · 17.05%
Fixed Fee
2.00% / yr
2.50% / yr
Performance Fee / Plan
0% of profit
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%