Portfolio Management Services (PMS)Compare Schemes
Phillip Capital - Emerging India Portfolio vs White Pine India Emerging Stars Approach
Add SchemeGrowth of ₹1 Crore
Phillip Capital - Emerging India Portfolio
White Pine India Emerging Stars Approach
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
35%
Nifty 500 · 11.2%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
3.88%
0.30%
6 Months
18.21%
26.99%
1 Year
11.44%
26.29%
3 Years
9.27%
27.01%
5 Years
10.90%
—
Since Inception
13.08%
35.84%
Fund Age
9 yrs
4 yrs 3 mo
AUM
₹29.3 Cr
₹521.91 Cr
Alpha – 1 Year
6.74%
28.33%
Alpha – 3 Years
−1.95%
20.36%
Information Ratio – 3 Years
-0.21
—
Volatility – 1 Year
23.26%
31.27%
Volatility – 3 Years
18.09%
25.96%
Beta – 1 Year
1.21
—
Beta – 3 Years
0.98
—
Sharpe Ratio – 1 Year
0.35
0.72
Sharpe Ratio – 3 Years
0.32
0.85
Worst Rolling Year
0.11%
27.02%
Value at Worst Rolling Year
₹1.00 Cr
₹1.27 Cr
Deepest Drawdown
−21.53%
−26.38%
Recovery Period
436 days
93 days
1-Year Rolling Windows Positive
99.73%
100.00%
Median Rolling Year
15.41%
36.88%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 6% · M 32% · S 55%
—
Number of Stocks
23
49
Portfolio P/E
49.89
21.17
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%
—
Fixed Fee
2.50% / yr
—
Performance Fee / Plan
Fixed Plan
—
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
—