Portfolio Management Services (PMS)Compare Schemes
Phillip Capital - Emerging India Portfolio vs WhiteOak Capital Research Select Equity
Add SchemeGrowth of ₹1 Crore
Phillip Capital - Emerging India Portfolio
WhiteOak Capital Research Select Equity
Return for the risk
3 yrs return
5%
10%
15%
Nifty 500 · 11.2%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
3.88%
2.78%
6 Months
18.21%
1.92%
1 Year
11.44%
0.43%
3 Years
9.27%
—
5 Years
10.90%
—
Since Inception
13.08%
6.17%
Fund Age
9 yrs
2 yrs 2 mo
AUM
₹29.3 Cr
₹22.98 Cr
Alpha – 1 Year
6.74%
−2.55%
Alpha – 3 Years
−1.95%
—
Information Ratio – 3 Years
-0.21
—
Volatility – 1 Year
23.26%
16.90%
Volatility – 3 Years
18.09%
—
Beta – 1 Year
1.21
0.96
Beta – 3 Years
0.98
—
Sharpe Ratio – 1 Year
0.35
-0.22
Sharpe Ratio – 3 Years
0.32
—
Worst Rolling Year
0.11%
—
Value at Worst Rolling Year
₹1.00 Cr
—
Deepest Drawdown
−21.53%
−16.17%
Recovery Period
436 days
Not yet recovered
1-Year Rolling Windows Positive
99.73%
—
Median Rolling Year
15.41%
—
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 6% · M 32% · S 55%
L 61% · M 14% · S 21%
Number of Stocks
23
41
Portfolio P/E
49.89
31.26
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%
ICICI Bank Ltd · 9.83%
HDFC Bank Ltd · 7.49%
State Bank of India · 4.69%
Bharti Airtel Ltd · 4.63%
Torrent Pharmaceuticals Ltd · 3.98%
Top Sectors
Capital Goods · 19.95%
Chemicals · 15.09%
Automobile and Auto Components · 11.05%
Financial Services · 33.20%
Healthcare · 9.93%
Capital Goods · 8.37%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%