Portfolio Management Services (PMS)Compare Schemes
Phillip Ethical India Portfolio vs Tulsian - PMS
Add SchemeGrowth of ₹1 Crore
Phillip Ethical India Portfolio
Tulsian - PMS
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
25%
Nifty 500 · 11.2%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
3.05%
2.21%
6 Months
16.92%
21.04%
1 Year
10.56%
21.34%
3 Years
6.67%
19.08%
5 Years
7.52%
23.67%
Since Inception
10.84%
—
Fund Age
8 yrs 8 mo
6 yrs 4 mo
AUM
₹10.35 Cr
₹364.08 Cr
Alpha – 1 Year
5.86%
21.69%
Alpha – 3 Years
−4.55%
10.08%
Information Ratio – 3 Years
-0.70
0.52
Volatility – 1 Year
20.12%
32.28%
Volatility – 3 Years
17.20%
28.08%
Beta – 1 Year
1.04
1.47
Beta – 3 Years
0.98
1.60
Sharpe Ratio – 1 Year
0.33
0.58
Sharpe Ratio – 3 Years
0.11
0.57
Worst Rolling Year
4.20%
15.61%
Value at Worst Rolling Year
₹1.04 Cr
₹1.16 Cr
Deepest Drawdown
−24.72%
−31.98%
Recovery Period
Not yet recovered
457 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
14.71%
28.21%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 14% · M 44% · S 40%
L 90% · M 10%
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%
Suzlon Energy Ltd · 10.00%
Hindustan Aeronautics Ltd · 10.00%
Tata Motors Passenger Vehicles Ltd · 10.00%
Mazagon Dock Shipbuilders Ltd · 10.00%
Vodafone Idea Ltd · 10.00%
Top Sectors
Capital Goods · 33.82%
Automobile and Auto Components · 17.29%
Chemicals · 17.05%
—
Fixed Fee
2.50% / yr
7.50% / yr
Performance Fee / Plan
Fixed Plan
13% of profit, above 0%
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
3% / 2% / 1%