Portfolio Management Services (PMS)Compare Schemes
Phillip Capital - Emerging India Portfolio vs Sundaram Alternate - VOYAGER
Add SchemeGrowth of ₹1 Crore
Phillip Capital - Emerging India Portfolio
Sundaram Alternate - VOYAGER
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%
4.52%
6 Months
18.21%
24.02%
1 Year
11.44%
36.06%
3 Years
9.27%
24.43%
5 Years
10.90%
16.10%
Since Inception
13.08%
15.98%
Fund Age
9 yrs
14 yrs 10 mo
AUM
₹29.3 Cr
₹214.08 Cr
Alpha – 1 Year
6.74%
31.34%
Alpha – 3 Years
−1.95%
12.34%
Information Ratio – 3 Years
-0.21
1.07
Volatility – 1 Year
23.26%
26.85%
Volatility – 3 Years
18.09%
19.70%
Beta – 1 Year
1.21
1.34
Beta – 3 Years
0.98
1.03
Sharpe Ratio – 1 Year
0.35
1.08
Sharpe Ratio – 3 Years
0.32
0.96
Worst Rolling Year
0.11%
-9.81%
Value at Worst Rolling Year
₹1.00 Cr
₹0.90 Cr
Deepest Drawdown
−21.53%
−18.65%
Recovery Period
436 days
63 days
1-Year Rolling Windows Positive
99.73%
90.43%
Median Rolling Year
15.41%
15.98%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 6% · M 32% · S 55%
L 40% · M 33% · S 24%
Number of Stocks
23
31
Portfolio P/E
49.89
42.55
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%
MTAR Technologies Ltd · 6.82%
GE Vernova T&D India Ltd · 5.77%
Cholamandalam Investment & Finance Company Ltd · 4.85%
Neuland Laboratories Ltd · 4.41%
CreditAccess Grameen Ltd · 4.30%
Top Sectors
Capital Goods · 19.95%
Chemicals · 15.09%
Automobile and Auto Components · 11.05%
Capital Goods · 34.04%
Financial Services · 24.92%
Healthcare · 11.22%
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%