Portfolio Management Services (PMS)Compare Schemes
Phillip Ethical India Portfolio vs Right Horizons - All Seasons
Add SchemeGrowth of ₹1 Crore
Phillip Ethical India Portfolio
Right Horizons - All Seasons
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
Nifty 500 · 11.2%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
3.05%
1.32%
6 Months
16.92%
3.83%
1 Year
10.56%
9.77%
3 Years
6.67%
13.19%
5 Years
7.52%
12.01%
Since Inception
10.84%
14.38%
Fund Age
8 yrs 8 mo
6 yrs 8 mo
AUM
₹10.35 Cr
₹42.66 Cr
Alpha – 1 Year
5.86%
3.80%
Alpha – 3 Years
−4.55%
2.30%
Information Ratio – 3 Years
-0.70
0.23
Volatility – 1 Year
20.12%
15.84%
Volatility – 3 Years
17.20%
12.64%
Beta – 1 Year
1.04
1.56
Beta – 3 Years
0.98
1.48
Sharpe Ratio – 1 Year
0.33
0.32
Sharpe Ratio – 3 Years
0.11
0.70
Worst Rolling Year
4.20%
9.09%
Value at Worst Rolling Year
₹1.04 Cr
₹1.09 Cr
Deepest Drawdown
−24.72%
−15.18%
Recovery Period
Not yet recovered
119 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
14.71%
15.49%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 14% · M 44% · S 40%
L 37% · M 21% · S 27%
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%
AXIS Small Cap Fund - Direct (G) · 11.23%
Kotak Mid Cap Fund - Direct (G) · 10.51%
Mirae Asset Large Cap Fund - Direct (G) · 9.65%
ICICI Pru Balanced Advantage Fund - Dir (G) · 9.27%
Motilal Oswal Nifty Bank Index Fund - Direct (G) · 6.76%
Top Sectors
Capital Goods · 33.82%
Automobile and Auto Components · 17.29%
Chemicals · 17.05%
Financial Services · 31.17%
Others · 8.92%
Capital Goods · 8.08%
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% / 0%