Portfolio Management Services (PMS)Compare Schemes
Phillip Capital - Emerging India Portfolio vs Sundaram Alternate - SELF
Add SchemeGrowth of ₹1 Crore
Phillip Capital - Emerging India Portfolio
Sundaram Alternate - SELF
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
Nifty 500 · 11.2%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
3.88%
7.67%
6 Months
18.21%
27.70%
1 Year
11.44%
47.52%
3 Years
9.27%
23.98%
5 Years
10.90%
15.87%
Since Inception
13.08%
18.55%
Fund Age
9 yrs
16 yrs 2 mo
AUM
₹29.3 Cr
₹1,022.92 Cr
Alpha – 1 Year
6.74%
42.80%
Alpha – 3 Years
−1.95%
11.89%
Information Ratio – 3 Years
-0.21
1.12
Volatility – 1 Year
23.26%
28.29%
Volatility – 3 Years
18.09%
20.76%
Beta – 1 Year
1.21
1.36
Beta – 3 Years
0.98
1.07
Sharpe Ratio – 1 Year
0.35
1.33
Sharpe Ratio – 3 Years
0.32
0.99
Worst Rolling Year
0.11%
-4.58%
Value at Worst Rolling Year
₹1.00 Cr
₹0.95 Cr
Deepest Drawdown
−21.53%
−19.51%
Recovery Period
436 days
115 days
1-Year Rolling Windows Positive
99.73%
97.86%
Median Rolling Year
15.41%
18.35%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 6% · M 32% · S 55%
L 22% · M 32% · S 42%
Number of Stocks
23
26
Portfolio P/E
49.89
50.74
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%
TD Power Systems Ltd · 7.13%
MTAR Technologies Ltd · 6.16%
Bharat Heavy Electricals Ltd · 5.50%
Acutaas Chemicals Ltd · 5.03%
KEI Industries Ltd · 4.81%
Top Sectors
Capital Goods · 19.95%
Chemicals · 15.09%
Automobile and Auto Components · 11.05%
Capital Goods · 33.61%
Financial Services · 28.27%
Healthcare · 13.73%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
1% / 0% / 0%