Portfolio Management Services (PMS)Compare Schemes
Phillip Capital - Emerging India Portfolio vs Wright Factor Fund
Add SchemeGrowth of ₹1 Crore
Phillip Capital - Emerging India Portfolio
Wright Factor Fund
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%
10.96%
6 Months
18.21%
14.84%
1 Year
11.44%
16.93%
3 Years
9.27%
—
5 Years
10.90%
—
Since Inception
13.08%
20.33%
Fund Age
9 yrs
3 yrs
AUM
₹29.3 Cr
₹214.05 Cr
Alpha – 1 Year
6.74%
12.21%
Alpha – 3 Years
−1.95%
—
Information Ratio – 3 Years
-0.21
0.51
Volatility – 1 Year
23.26%
22.29%
Volatility – 3 Years
18.09%
21.03%
Beta – 1 Year
1.21
0.97
Beta – 3 Years
0.98
0.97
Sharpe Ratio – 1 Year
0.35
0.57
Sharpe Ratio – 3 Years
0.32
0.72
Worst Rolling Year
0.11%
18.92%
Value at Worst Rolling Year
₹1.00 Cr
₹1.19 Cr
Deepest Drawdown
−21.53%
−27.91%
Recovery Period
436 days
Not yet recovered
1-Year Rolling Windows Positive
99.73%
100.00%
Median Rolling Year
15.41%
19.26%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 6% · M 32% · S 55%
L 12% · M 21% · S 55%
Number of Stocks
23
25
Portfolio P/E
49.89
38.40
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%
Indian Railway Finance Corporation Ltd · 5.89%
The Bombay Burmah Trading Corporation Ltd · 5.64%
Safari Industries (India) Ltd · 5.63%
Maharashtra Scooters Ltd · 5.05%
Power Finance Corporation Ltd · 4.88%
Top Sectors
Capital Goods · 19.95%
Chemicals · 15.09%
Automobile and Auto Components · 11.05%
—
Fixed Fee
2.50% / yr
1.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%