Portfolio Management Services (PMS)Compare Schemes
Phillip Ethical India Portfolio vs Tamohara - TRUFFLE
Add SchemeGrowth of ₹1 Crore
Phillip Ethical India Portfolio
Tamohara - TRUFFLE
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
25%
Nifty 500 · 11.2%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
3.05%
8.72%
6 Months
16.92%
28.59%
1 Year
10.56%
28.02%
3 Years
6.67%
18.67%
5 Years
7.52%
17.18%
Since Inception
10.84%
20.03%
Fund Age
8 yrs 8 mo
5 yrs 4 mo
AUM
₹10.35 Cr
₹221.27 Cr
Alpha – 1 Year
5.86%
28.37%
Alpha – 3 Years
−4.55%
9.68%
Information Ratio – 3 Years
-0.70
0.87
Volatility – 1 Year
20.12%
22.32%
Volatility – 3 Years
17.20%
17.88%
Beta – 1 Year
1.04
1.03
Beta – 3 Years
0.98
0.95
Sharpe Ratio – 1 Year
0.33
0.99
Sharpe Ratio – 3 Years
0.11
0.81
Worst Rolling Year
4.20%
13.69%
Value at Worst Rolling Year
₹1.04 Cr
₹1.14 Cr
Deepest Drawdown
−24.72%
−20.50%
Recovery Period
Not yet recovered
429 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
14.71%
18.30%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 14% · M 44% · S 40%
L 19% · M 4% · S 74%
Number of Stocks
21
29
Portfolio P/E
51.26
37.50
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%
Thyrocare Technologies Ltd · 6.77%
Shivalik Bimetal Controls Ltd · 6.09%
Acutaas Chemicals Ltd · 6.00%
Neuland Laboratories Ltd · 5.78%
Kotak Mahindra Bank Ltd · 5.54%
Top Sectors
Capital Goods · 33.82%
Automobile and Auto Components · 17.29%
Chemicals · 17.05%
Healthcare · 31.31%
Capital Goods · 19.65%
Financial Services · 17.57%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
1% / – / –