Portfolio Management Services (PMS)Compare Schemes
Phillip Capital - Emerging India Portfolio vs Right Horizons - India Business Leaders
Add SchemeGrowth of ₹1 Crore
Phillip Capital - Emerging India Portfolio
Right Horizons - India Business Leaders
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%
3.11%
6 Months
18.21%
4.12%
1 Year
11.44%
−0.25%
3 Years
9.27%
10.95%
5 Years
10.90%
10.56%
Since Inception
13.08%
10.62%
Fund Age
9 yrs
13 yrs 8 mo
AUM
₹29.3 Cr
₹41.22 Cr
Alpha – 1 Year
6.74%
0.18%
Alpha – 3 Years
−1.95%
2.39%
Information Ratio – 3 Years
-0.21
0.52
Volatility – 1 Year
23.26%
20.61%
Volatility – 3 Years
18.09%
17.57%
Beta – 1 Year
1.21
1.24
Beta – 3 Years
0.98
1.19
Sharpe Ratio – 1 Year
0.35
-0.18
Sharpe Ratio – 3 Years
0.32
0.46
Worst Rolling Year
0.11%
-10.52%
Value at Worst Rolling Year
₹1.00 Cr
₹0.89 Cr
Deepest Drawdown
−21.53%
−22.41%
Recovery Period
436 days
Not yet recovered
1-Year Rolling Windows Positive
99.73%
93.48%
Median Rolling Year
15.41%
12.26%
5-Year Rolling Windows Positive
100.00%
99.05%
Market-Cap Mix
L 6% · M 32% · S 55%
L 70% · M 29%
Number of Stocks
23
25
Portfolio P/E
49.89
36.71
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%
Polycab India Ltd · 8.19%
Interglobe Aviation Ltd · 6.79%
ICICI Bank Ltd · 6.23%
Mahindra & Mahindra Ltd · 5.93%
Coforge Ltd · 5.37%
Top Sectors
Capital Goods · 19.95%
Chemicals · 15.09%
Automobile and Auto Components · 11.05%
Financial Services · 25.55%
Capital Goods · 16.03%
Services · 9.28%
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%