Portfolio Management Services (PMS)Compare Schemes
Phillip Ethical India Portfolio vs Tamohara - TIOS
Add SchemeGrowth of ₹1 Crore
Phillip Ethical India Portfolio
Tamohara - TIOS
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%
3.29%
6 Months
16.92%
14.68%
1 Year
10.56%
11.65%
3 Years
6.67%
7.09%
5 Years
7.52%
8.41%
Since Inception
10.84%
10.45%
Fund Age
8 yrs 8 mo
10 yrs 5 mo
AUM
₹10.35 Cr
₹24.48 Cr
Alpha – 1 Year
5.86%
12.00%
Alpha – 3 Years
−4.55%
−1.90%
Information Ratio – 3 Years
-0.70
-0.12
Volatility – 1 Year
20.12%
20.48%
Volatility – 3 Years
17.20%
16.32%
Beta – 1 Year
1.04
1.11
Beta – 3 Years
0.98
1.00
Sharpe Ratio – 1 Year
0.33
0.36
Sharpe Ratio – 3 Years
0.11
0.15
Worst Rolling Year
4.20%
-5.06%
Value at Worst Rolling Year
₹1.04 Cr
₹0.95 Cr
Deepest Drawdown
−24.72%
−24.00%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
92.00%
Median Rolling Year
14.71%
9.94%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 14% · M 44% · S 40%
L 41% · M 5% · S 35%
Number of Stocks
21
31
Portfolio P/E
51.26
28.34
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%
Other Funds · 14.39%
Bharti Airtel Ltd · 6.81%
HDFC Bank Ltd · 6.63%
Reliance Industries Ltd · 5.02%
Shivalik Bimetal Controls Ltd · 4.45%
Top Sectors
Capital Goods · 33.82%
Automobile and Auto Components · 17.29%
Chemicals · 17.05%
Financial Services · 23.90%
Capital Goods · 12.70%
Fast Moving Consumer Goods · 8.38%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
1% / – / –