Portfolio Management Services (PMS)Compare Schemes
Phillip Capital - Emerging India Portfolio vs Samvitti-PMS Active Alpha Multicap
Add SchemeGrowth of ₹1 Crore
Phillip Capital - Emerging India Portfolio
Samvitti-PMS Active Alpha Multicap
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 11.2%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
3.88%
10.15%
6 Months
18.21%
31.39%
1 Year
11.44%
26.01%
3 Years
9.27%
19.28%
5 Years
10.90%
23.67%
Since Inception
13.08%
28.23%
Fund Age
9 yrs
5 yrs 4 mo
AUM
₹29.3 Cr
₹483.07 Cr
Alpha – 1 Year
6.74%
21.29%
Alpha – 3 Years
−1.95%
7.19%
Information Ratio – 3 Years
-0.21
0.38
Volatility – 1 Year
23.26%
27.77%
Volatility – 3 Years
18.09%
26.19%
Beta – 1 Year
1.21
1.29
Beta – 3 Years
0.98
1.20
Sharpe Ratio – 1 Year
0.35
0.78
Sharpe Ratio – 3 Years
0.32
0.61
Worst Rolling Year
0.11%
19.29%
Value at Worst Rolling Year
₹1.00 Cr
₹1.19 Cr
Deepest Drawdown
−21.53%
−32.66%
Recovery Period
436 days
Not yet recovered
1-Year Rolling Windows Positive
99.73%
100.00%
Median Rolling Year
15.41%
33.93%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 6% · M 32% · S 55%
L 12% · M 6% · S 81%
Number of Stocks
23
63
Portfolio P/E
49.89
62.66
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%
—
Top Sectors
Capital Goods · 19.95%
Chemicals · 15.09%
Automobile and Auto Components · 11.05%
Capital Goods · 33.89%
Healthcare · 15.97%
Automobile and Auto Components · 12.76%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%