Portfolio Management Services (PMS)Compare Schemes
Phillip Ethical India Portfolio vs Piper Serica Advisors - Leader Portfolio
Add SchemeGrowth of ₹1 Crore
Phillip Ethical India Portfolio
Piper Serica Advisors - Leader Portfolio
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
Nifty 500 · 11.2%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
3.05%
3.10%
6 Months
16.92%
24.70%
1 Year
10.56%
21.80%
3 Years
6.67%
16.46%
5 Years
7.52%
12.29%
Since Inception
10.84%
17.31%
Fund Age
8 yrs 8 mo
7 yrs 2 mo
AUM
₹10.35 Cr
₹328.39 Cr
Alpha – 1 Year
5.86%
22.15%
Alpha – 3 Years
−4.55%
7.46%
Information Ratio – 3 Years
-0.70
1.55
Volatility – 1 Year
20.12%
22.56%
Volatility – 3 Years
17.20%
18.01%
Beta – 1 Year
1.04
1.10
Beta – 3 Years
0.98
0.98
Sharpe Ratio – 1 Year
0.33
0.85
Sharpe Ratio – 3 Years
0.11
1.07
Worst Rolling Year
4.20%
7.49%
Value at Worst Rolling Year
₹1.04 Cr
₹1.07 Cr
Deepest Drawdown
−24.72%
−21.44%
Recovery Period
Not yet recovered
123 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
14.71%
17.12%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 14% · M 44% · S 40%
—
Number of Stocks
21
16
Portfolio P/E
51.26
—
Top 5 Holdings
Uno Minda Ltd · 7.68%
Himadri Speciality Chemical Ltd · 6.68%
Coforge Ltd · 6.15%
Garware Hi Tech Films Ltd · 6.12%
KEI Industries Ltd · 5.84%
Cartrade Tech Ltd · 9.52%
Syrma SGS Technology Ltd · 8.27%
Fusion Finance Ltd · 8.07%
Senores Pharmaceuticals Ltd · 7.85%
Cash & Cash Equivalent · 6.18%
Top Sectors
Capital Goods · 33.82%
Automobile and Auto Components · 17.29%
Chemicals · 17.05%
—
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
2% / 1% / 1%