Portfolio Management Services (PMS)Compare Schemes
Phillip Capital - Emerging India Portfolio vs Solidarity Advisors - Prudence
Add SchemeGrowth of ₹1 Crore
Phillip Capital - Emerging India Portfolio
Solidarity Advisors - Prudence
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 11.2%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
3.88%
8.45%
6 Months
18.21%
29.49%
1 Year
11.44%
37.09%
3 Years
9.27%
18.49%
5 Years
10.90%
12.39%
Since Inception
13.08%
18.64%
Fund Age
9 yrs
10 yrs 3 mo
AUM
₹29.3 Cr
₹1,760.35 Cr
Alpha – 1 Year
6.74%
32.37%
Alpha – 3 Years
−1.95%
6.40%
Information Ratio – 3 Years
-0.21
0.52
Volatility – 1 Year
23.26%
25.02%
Volatility – 3 Years
18.09%
18.27%
Beta – 1 Year
1.21
1.22
Beta – 3 Years
0.98
0.89
Sharpe Ratio – 1 Year
0.35
1.18
Sharpe Ratio – 3 Years
0.32
0.74
Worst Rolling Year
0.11%
-0.28%
Value at Worst Rolling Year
₹1.00 Cr
₹1.00 Cr
Deepest Drawdown
−21.53%
−13.15%
Recovery Period
436 days
44 days
1-Year Rolling Windows Positive
99.73%
99.89%
Median Rolling Year
15.41%
16.20%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 6% · M 32% · S 55%
L 11% · S 71%
Number of Stocks
23
13
Portfolio P/E
49.89
41.36
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%
Yasho Industries Ltd · 13.57%
OTHER SECURITIES · 12.97%
HDFC Bank Ltd · 8.53%
Neogen Chemicals Ltd · 7.79%
Shivalik Bimetal Controls Ltd · 7.61%
Top Sectors
Capital Goods · 19.95%
Chemicals · 15.09%
Automobile and Auto Components · 11.05%
Capital Goods · 23.99%
Chemicals · 21.36%
Automobile and Auto Components · 14.13%
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%