Portfolio Management Services (PMS)Compare Schemes
Phillip Ethical India Portfolio vs Sundaram Alternate - SELF
Add SchemeGrowth of ₹1 Crore
Phillip Ethical India Portfolio
Sundaram Alternate - SELF
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
25%
30%
Nifty 500 · 11.2%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
3.05%
7.67%
6 Months
16.92%
27.70%
1 Year
10.56%
47.52%
3 Years
6.67%
23.98%
5 Years
7.52%
15.87%
Since Inception
10.84%
18.55%
Fund Age
8 yrs 8 mo
16 yrs 2 mo
AUM
₹10.35 Cr
₹1,022.92 Cr
Alpha – 1 Year
5.86%
42.80%
Alpha – 3 Years
−4.55%
11.89%
Information Ratio – 3 Years
-0.70
1.12
Volatility – 1 Year
20.12%
28.29%
Volatility – 3 Years
17.20%
20.76%
Beta – 1 Year
1.04
1.36
Beta – 3 Years
0.98
1.07
Sharpe Ratio – 1 Year
0.33
1.33
Sharpe Ratio – 3 Years
0.11
0.99
Worst Rolling Year
4.20%
-4.58%
Value at Worst Rolling Year
₹1.04 Cr
₹0.95 Cr
Deepest Drawdown
−24.72%
−19.51%
Recovery Period
Not yet recovered
115 days
1-Year Rolling Windows Positive
100.00%
97.86%
Median Rolling Year
14.71%
18.35%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 14% · M 44% · S 40%
L 22% · M 32% · S 42%
Number of Stocks
21
26
Portfolio P/E
51.26
50.74
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%
TD Power Systems Ltd · 7.13%
MTAR Technologies Ltd · 6.16%
Bharat Heavy Electricals Ltd · 5.50%
Acutaas Chemicals Ltd · 5.03%
KEI Industries Ltd · 4.81%
Top Sectors
Capital Goods · 33.82%
Automobile and Auto Components · 17.29%
Chemicals · 17.05%
Capital Goods · 33.61%
Financial Services · 28.27%
Healthcare · 13.73%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
1% / 0% / 0%