Portfolio Management Services (PMS)Compare Schemes
Phillip Ethical India Portfolio vs Scient - Aries
Add SchemeGrowth of ₹1 Crore
Phillip Ethical India Portfolio
Scient - Aries
Return for the risk
3 yrs return
-5%
0%
5%
10%
15%
Nifty 500 · 11.2%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
3.05%
−0.96%
6 Months
16.92%
−5.85%
1 Year
10.56%
1.08%
3 Years
6.67%
1.92%
5 Years
7.52%
1.54%
Since Inception
10.84%
4.73%
Fund Age
8 yrs 8 mo
9 yrs 11 mo
AUM
₹10.35 Cr
₹4.85 Cr
Alpha – 1 Year
5.86%
−8.50%
Alpha – 3 Years
−4.55%
−7.97%
Information Ratio – 3 Years
-0.70
—
Volatility – 1 Year
20.12%
9.90%
Volatility – 3 Years
17.20%
26.17%
Beta – 1 Year
1.04
—
Beta – 3 Years
0.98
—
Sharpe Ratio – 1 Year
0.33
-0.53
Sharpe Ratio – 3 Years
0.11
0.01
Worst Rolling Year
4.20%
2.80%
Value at Worst Rolling Year
₹1.04 Cr
₹1.03 Cr
Deepest Drawdown
−24.72%
−28.72%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
14.71%
12.18%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 14% · M 44% · S 40%
—
Number of Stocks
21
—
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%
Spandana Sphoorty Financial Ltd · 15.66%
Performance Chemiserve Ltd. SU DB REDEEM 06/06/2026 INR 100000 · 14.88%
Lendingkart Finance Ltd 11.95% DB REDEEM 30/10/2026 INR 100000 · 12.26%
Adani Airport Holdings Ltd. 10% DB REDEEM 14/03/2029 INR 100000 · 11.75%
Muthoot Fincorp Ltd. 10.05% DB REDEEM 31/12/2029 INR 100000 · 11.44%
Top Sectors
Capital Goods · 33.82%
Automobile and Auto Components · 17.29%
Chemicals · 17.05%
—
Fixed Fee
2.50% / yr
1.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
1% / 0% / 0%