Portfolio Management Services (PMS)Compare Schemes
Phillip Capital - Emerging India Portfolio vs Right Horizons - Alliance
Add SchemeGrowth of ₹1 Crore
Phillip Capital - Emerging India Portfolio
Right Horizons - Alliance
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 11.2%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
3.88%
1.80%
6 Months
18.21%
2.80%
1 Year
11.44%
4.89%
3 Years
9.27%
12.23%
5 Years
10.90%
10.64%
Since Inception
13.08%
8.93%
Fund Age
9 yrs
12 yrs
AUM
₹29.3 Cr
₹134.76 Cr
Alpha – 1 Year
6.74%
−1.08%
Alpha – 3 Years
−1.95%
1.34%
Information Ratio – 3 Years
-0.21
0.07
Volatility – 1 Year
23.26%
10.79%
Volatility – 3 Years
18.09%
9.62%
Beta – 1 Year
1.21
1.04
Beta – 3 Years
0.98
1.10
Sharpe Ratio – 1 Year
0.35
-0.01
Sharpe Ratio – 3 Years
0.32
0.69
Worst Rolling Year
0.11%
0.05%
Value at Worst Rolling Year
₹1.00 Cr
₹1.00 Cr
Deepest Drawdown
−21.53%
−11.50%
Recovery Period
436 days
80 days
1-Year Rolling Windows Positive
99.73%
99.79%
Median Rolling Year
15.41%
10.94%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 6% · M 32% · S 55%
L 50% · M 11% · S 8%
Number of Stocks
23
33
Portfolio P/E
49.89
25.96
Top 5 Holdings
Cash & Cash Equivalent · 6.95%
Coforge Ltd · 5.74%
Syrma SGS Technology Ltd · 4.69%
Vishnu Chemicals Ltd · 4.48%
Carysil Ltd · 4.45%
Bharat Electronics Ltd · 5.27%
Kotak GOLD ETF · 5.25%
Larsen & Toubro Ltd · 5.05%
Cash & Cash Equivalent · 4.96%
Dixon Technologies (India) Ltd · 4.93%
Top Sectors
Capital Goods · 19.95%
Chemicals · 15.09%
Automobile and Auto Components · 11.05%
Financial Services · 28.12%
Capital Goods · 9.89%
Others · 9.63%
Fixed Fee
2.50% / yr
1.75% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
1% / – / –