Portfolio Management Services (PMS)Compare Schemes
Phillip Capital - Emerging India Portfolio vs Right Horizons - Flexi Cap
Add SchemeGrowth of ₹1 Crore
Phillip Capital - Emerging India Portfolio
Right Horizons - Flexi Cap
Return for the risk
3 yrs return
5%
10%
15%
Nifty 500 · 11.2%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
3.88%
4.94%
6 Months
18.21%
11.49%
1 Year
11.44%
3.89%
3 Years
9.27%
8.19%
5 Years
10.90%
11.02%
Since Inception
13.08%
10.97%
Fund Age
9 yrs
13 yrs 8 mo
AUM
₹29.3 Cr
₹360.51 Cr
Alpha – 1 Year
6.74%
0.91%
Alpha – 3 Years
−1.95%
−3.69%
Information Ratio – 3 Years
-0.21
-0.18
Volatility – 1 Year
23.26%
23.04%
Volatility – 3 Years
18.09%
19.34%
Beta – 1 Year
1.21
1.26
Beta – 3 Years
0.98
1.17
Sharpe Ratio – 1 Year
0.35
0.04
Sharpe Ratio – 3 Years
0.32
0.30
Worst Rolling Year
0.11%
-8.10%
Value at Worst Rolling Year
₹1.00 Cr
₹0.92 Cr
Deepest Drawdown
−21.53%
−30.43%
Recovery Period
436 days
Not yet recovered
1-Year Rolling Windows Positive
99.73%
95.59%
Median Rolling Year
15.41%
11.30%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 6% · M 32% · S 55%
L 38% · M 28% · S 33%
Number of Stocks
23
29
Portfolio P/E
49.89
37.17
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%
KEI Industries Ltd · 6.88%
Nuvama Wealth Management Ltd · 5.74%
ICICI Bank Ltd · 5.44%
Sky Gold & Diamonds Ltd · 5.38%
360 ONE WAM Ltd · 5.34%
Top Sectors
Capital Goods · 19.95%
Chemicals · 15.09%
Automobile and Auto Components · 11.05%
Financial Services · 27.26%
Capital Goods · 15.52%
Consumer Durables · 13.57%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
2% / 1% / 0%