Portfolio Management Services (PMS)Compare Schemes
Phillip Capital - Emerging India Portfolio vs Right Horizons - Supervalue Aggressive
Add SchemeGrowth of ₹1 Crore
Phillip Capital - Emerging India Portfolio
Right Horizons - Supervalue Aggressive
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%
2.93%
6 Months
18.21%
19.55%
1 Year
11.44%
11.69%
3 Years
9.27%
15.46%
5 Years
10.90%
—
Since Inception
13.08%
23.05%
Fund Age
9 yrs
3 yrs 4 mo
AUM
₹29.3 Cr
₹95.08 Cr
Alpha – 1 Year
6.74%
8.71%
Alpha – 3 Years
−1.95%
3.58%
Information Ratio – 3 Years
-0.21
0.52
Volatility – 1 Year
23.26%
27.25%
Volatility – 3 Years
18.09%
23.29%
Beta – 1 Year
1.21
1.44
Beta – 3 Years
0.98
1.22
Sharpe Ratio – 1 Year
0.35
0.33
Sharpe Ratio – 3 Years
0.32
0.66
Worst Rolling Year
0.11%
15.47%
Value at Worst Rolling Year
₹1.00 Cr
₹1.15 Cr
Deepest Drawdown
−21.53%
−32.01%
Recovery Period
436 days
Not yet recovered
1-Year Rolling Windows Positive
99.73%
100.00%
Median Rolling Year
15.41%
17.67%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 6% · M 32% · S 55%
—
Number of Stocks
23
—
Portfolio P/E
49.89
—
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 · 9.78%
Nuvama Wealth Management Ltd · 7.04%
KEI Industries Ltd · 5.98%
Yatharth Hospital & Trauma Care Services Ltd · 5.73%
V2 Retail Ltd · 5.11%
Top Sectors
Capital Goods · 19.95%
Chemicals · 15.09%
Automobile and Auto Components · 11.05%
—
Fixed Fee
2.50% / yr
1.00% / yr
Performance Fee / Plan
Fixed Plan
20% of profit, above 8%
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
3% / 2% / 1%