Portfolio Management Services (PMS)Compare Schemes
Phillip Capital - Emerging India Portfolio vs Tulsian - PMS
Add SchemeGrowth of ₹1 Crore
Phillip Capital - Emerging India Portfolio
Tulsian - PMS
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%
2.21%
6 Months
18.21%
21.04%
1 Year
11.44%
21.34%
3 Years
9.27%
19.08%
5 Years
10.90%
23.67%
Since Inception
13.08%
—
Fund Age
9 yrs
6 yrs 4 mo
AUM
₹29.3 Cr
₹364.08 Cr
Alpha – 1 Year
6.74%
21.69%
Alpha – 3 Years
−1.95%
10.08%
Information Ratio – 3 Years
-0.21
0.52
Volatility – 1 Year
23.26%
32.28%
Volatility – 3 Years
18.09%
28.08%
Beta – 1 Year
1.21
1.47
Beta – 3 Years
0.98
1.60
Sharpe Ratio – 1 Year
0.35
0.58
Sharpe Ratio – 3 Years
0.32
0.57
Worst Rolling Year
0.11%
15.61%
Value at Worst Rolling Year
₹1.00 Cr
₹1.16 Cr
Deepest Drawdown
−21.53%
−31.98%
Recovery Period
436 days
457 days
1-Year Rolling Windows Positive
99.73%
100.00%
Median Rolling Year
15.41%
28.21%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 6% · M 32% · S 55%
L 90% · M 10%
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%
Suzlon Energy Ltd · 10.00%
Hindustan Aeronautics Ltd · 10.00%
Tata Motors Passenger Vehicles Ltd · 10.00%
Mazagon Dock Shipbuilders Ltd · 10.00%
Vodafone Idea Ltd · 10.00%
Top Sectors
Capital Goods · 19.95%
Chemicals · 15.09%
Automobile and Auto Components · 11.05%
—
Fixed Fee
2.50% / yr
7.50% / yr
Performance Fee / Plan
Fixed Plan
13% of profit, above 0%
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
3% / 2% / 1%