Portfolio Management Services (PMS)Compare Schemes
Phillip Ethical India Portfolio vs Right Horizons - Alphabots India Largecap 50
Add SchemeGrowth of ₹1 Crore
Phillip Ethical India Portfolio
Right Horizons - Alphabots India Largecap 50
Return for the risk
3 yrs return
0%
5%
10%
15%
Nifty 500 · 11.2%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
3.05%
4.41%
6 Months
16.92%
0.07%
1 Year
10.56%
4.08%
3 Years
6.67%
6.47%
5 Years
7.52%
—
Since Inception
10.84%
11.08%
Fund Age
8 yrs 8 mo
6 yrs 6 mo
AUM
₹10.35 Cr
₹1.91 Cr
Alpha – 1 Year
5.86%
4.51%
Alpha – 3 Years
−4.55%
−2.09%
Information Ratio – 3 Years
-0.70
-0.44
Volatility – 1 Year
20.12%
16.64%
Volatility – 3 Years
17.20%
14.35%
Beta – 1 Year
1.04
0.98
Beta – 3 Years
0.98
1.00
Sharpe Ratio – 1 Year
0.33
-0.01
Sharpe Ratio – 3 Years
0.11
0.13
Worst Rolling Year
4.20%
5.64%
Value at Worst Rolling Year
₹1.04 Cr
₹1.06 Cr
Deepest Drawdown
−24.72%
−18.42%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
14.71%
7.94%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 14% · M 44% · S 40%
L 90% · M 7%
Number of Stocks
21
50
Portfolio P/E
51.26
26.76
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%
Cash & Cash Equivalent · 3.22%
Hero MotoCorp Ltd · 2.92%
Hindalco Industries Ltd · 2.91%
Tata Steel Ltd · 2.82%
Eicher Motors Ltd · 2.74%
Top Sectors
Capital Goods · 33.82%
Automobile and Auto Components · 17.29%
Chemicals · 17.05%
Financial Services · 21.29%
Automobile and Auto Components · 12.46%
Metals & Mining · 9.87%
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% / –