Portfolio Management Services (PMS)Compare Schemes
Phillip Ethical India Portfolio vs Right Horizons - India Business Leaders
Add SchemeGrowth of ₹1 Crore
Phillip Ethical India Portfolio
Right Horizons - India Business Leaders
Return for the risk
3 yrs return
0%
5%
10%
15%
Nifty 500 · 11.2%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
3.05%
3.11%
6 Months
16.92%
4.12%
1 Year
10.56%
−0.25%
3 Years
6.67%
10.95%
5 Years
7.52%
10.56%
Since Inception
10.84%
10.62%
Fund Age
8 yrs 8 mo
13 yrs 8 mo
AUM
₹10.35 Cr
₹41.22 Cr
Alpha – 1 Year
5.86%
0.18%
Alpha – 3 Years
−4.55%
2.39%
Information Ratio – 3 Years
-0.70
0.52
Volatility – 1 Year
20.12%
20.61%
Volatility – 3 Years
17.20%
17.57%
Beta – 1 Year
1.04
1.24
Beta – 3 Years
0.98
1.19
Sharpe Ratio – 1 Year
0.33
-0.18
Sharpe Ratio – 3 Years
0.11
0.46
Worst Rolling Year
4.20%
-10.52%
Value at Worst Rolling Year
₹1.04 Cr
₹0.89 Cr
Deepest Drawdown
−24.72%
−22.41%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
93.48%
Median Rolling Year
14.71%
12.26%
5-Year Rolling Windows Positive
100.00%
99.05%
Market-Cap Mix
L 14% · M 44% · S 40%
L 70% · M 29%
Number of Stocks
21
25
Portfolio P/E
51.26
36.71
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%
Polycab India Ltd · 8.19%
Interglobe Aviation Ltd · 6.79%
ICICI Bank Ltd · 6.23%
Mahindra & Mahindra Ltd · 5.93%
Coforge Ltd · 5.37%
Top Sectors
Capital Goods · 33.82%
Automobile and Auto Components · 17.29%
Chemicals · 17.05%
Financial Services · 25.55%
Capital Goods · 16.03%
Services · 9.28%
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%