Portfolio Management Services (PMS)Compare Schemes
Phillip Ethical India Portfolio vs Sanctum Wealth - Indian Olympians
Add SchemeGrowth of ₹1 Crore
Phillip Ethical India Portfolio
Sanctum Wealth - Indian Olympians
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%
1.47%
6 Months
16.92%
5.42%
1 Year
10.56%
9.64%
3 Years
6.67%
10.36%
5 Years
7.52%
7.75%
Since Inception
10.84%
11.08%
Fund Age
8 yrs 8 mo
9 yrs 11 mo
AUM
₹10.35 Cr
₹66.05 Cr
Alpha – 1 Year
5.86%
9.99%
Alpha – 3 Years
−4.55%
1.36%
Information Ratio – 3 Years
-0.70
0.51
Volatility – 1 Year
20.12%
17.05%
Volatility – 3 Years
17.20%
14.23%
Beta – 1 Year
1.04
1.05
Beta – 3 Years
0.98
1.00
Sharpe Ratio – 1 Year
0.33
0.31
Sharpe Ratio – 3 Years
0.11
0.40
Worst Rolling Year
4.20%
0.57%
Value at Worst Rolling Year
₹1.04 Cr
₹1.01 Cr
Deepest Drawdown
−24.72%
−17.08%
Recovery Period
Not yet recovered
233 days
1-Year Rolling Windows Positive
100.00%
99.96%
Median Rolling Year
14.71%
11.79%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 14% · M 44% · S 40%
L 84% · M 12%
Number of Stocks
21
23
Portfolio P/E
51.26
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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%
ICICI Bank Ltd · 8.67%
Reliance Industries Ltd · 7.12%
HDFC Bank Ltd · 5.46%
Bajaj Finance Ltd · 5.30%
Bharti Airtel Ltd · 5.01%
Top Sectors
Capital Goods · 33.82%
Automobile and Auto Components · 17.29%
Chemicals · 17.05%
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Fixed Fee
2.50% / yr
—
Performance Fee / Plan
Fixed Plan
—
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
—