Portfolio Management Services (PMS)Compare Schemes
Phillip Capital - Emerging India Portfolio vs Right Horizons - Perennial
Add SchemeGrowth of ₹1 Crore
Phillip Capital - Emerging India Portfolio
Right Horizons - Perennial
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 11.2%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
3.88%
−0.19%
6 Months
18.21%
11.46%
1 Year
11.44%
8.21%
3 Years
9.27%
12.09%
5 Years
10.90%
11.81%
Since Inception
13.08%
13.34%
Fund Age
9 yrs
5 yrs 3 mo
AUM
₹29.3 Cr
₹34.29 Cr
Alpha – 1 Year
6.74%
5.23%
Alpha – 3 Years
−1.95%
0.21%
Information Ratio – 3 Years
-0.21
0.17
Volatility – 1 Year
23.26%
24.84%
Volatility – 3 Years
18.09%
21.42%
Beta – 1 Year
1.21
1.25
Beta – 3 Years
0.98
1.08
Sharpe Ratio – 1 Year
0.35
0.21
Sharpe Ratio – 3 Years
0.32
0.49
Worst Rolling Year
0.11%
7.11%
Value at Worst Rolling Year
₹1.00 Cr
₹1.07 Cr
Deepest Drawdown
−21.53%
−34.77%
Recovery Period
436 days
Not yet recovered
1-Year Rolling Windows Positive
99.73%
100.00%
Median Rolling Year
15.41%
18.26%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 6% · M 32% · S 55%
L 5% · M 7% · S 69%
Number of Stocks
23
37
Portfolio P/E
49.89
52.15
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%
Aditya Vision Ltd · 6.27%
Motilal Oswal NASDAQ-100 ETF · 6.09%
Macfos Ltd · 5.40%
Thangamayil Jewellery Ltd · 4.92%
Cash & Cash Equivalent · 4.80%
Top Sectors
Capital Goods · 19.95%
Chemicals · 15.09%
Automobile and Auto Components · 11.05%
Consumer Services · 22.57%
Consumer Durables · 19.32%
Financial Services · 14.90%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
2.5% / 0% / 0%