Portfolio Management Services (PMS)Compare Schemes
Phillip Capital - Emerging India Portfolio vs Right Horizons - Super Value Fund
Add SchemeGrowth of ₹1 Crore
Phillip Capital - Emerging India Portfolio
Right Horizons - Super Value Fund
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%
3.00%
6 Months
18.21%
20.83%
1 Year
11.44%
12.18%
3 Years
9.27%
13.97%
5 Years
10.90%
17.12%
Since Inception
13.08%
15.75%
Fund Age
9 yrs
13 yrs 8 mo
AUM
₹29.3 Cr
₹205.48 Cr
Alpha – 1 Year
6.74%
9.20%
Alpha – 3 Years
−1.95%
2.09%
Information Ratio – 3 Years
-0.21
0.40
Volatility – 1 Year
23.26%
27.53%
Volatility – 3 Years
18.09%
22.15%
Beta – 1 Year
1.21
1.45
Beta – 3 Years
0.98
1.20
Sharpe Ratio – 1 Year
0.35
0.35
Sharpe Ratio – 3 Years
0.32
0.55
Worst Rolling Year
0.11%
-9.57%
Value at Worst Rolling Year
₹1.00 Cr
₹0.90 Cr
Deepest Drawdown
−21.53%
−29.31%
Recovery Period
436 days
Not yet recovered
1-Year Rolling Windows Positive
99.73%
93.51%
Median Rolling Year
15.41%
17.67%
5-Year Rolling Windows Positive
100.00%
99.05%
Market-Cap Mix
L 6% · M 32% · S 55%
L 17% · M 21% · S 60%
Number of Stocks
23
30
Portfolio P/E
49.89
46.79
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%
Sky Gold & Diamonds Ltd · 9.25%
KEI Industries Ltd · 6.93%
Nuvama Wealth Management Ltd · 6.83%
Yatharth Hospital & Trauma Care Services Ltd · 5.94%
V2 Retail Ltd · 5.28%
Top Sectors
Capital Goods · 19.95%
Chemicals · 15.09%
Automobile and Auto Components · 11.05%
Financial Services · 25.29%
Capital Goods · 17.07%
Consumer Durables · 16.78%
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%