Portfolio Management Services (PMS)Compare Schemes
Phillip Ethical India Portfolio vs White Pine India Emerging Stars Approach
Add SchemeGrowth of ₹1 Crore
Phillip Ethical India Portfolio
White Pine India Emerging Stars Approach
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
25%
30%
35%
Nifty 500 · 11.2%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
3.05%
0.30%
6 Months
16.92%
26.99%
1 Year
10.56%
26.29%
3 Years
6.67%
27.01%
5 Years
7.52%
—
Since Inception
10.84%
35.84%
Fund Age
8 yrs 8 mo
4 yrs 3 mo
AUM
₹10.35 Cr
₹521.91 Cr
Alpha – 1 Year
5.86%
28.33%
Alpha – 3 Years
−4.55%
20.36%
Information Ratio – 3 Years
-0.70
—
Volatility – 1 Year
20.12%
31.27%
Volatility – 3 Years
17.20%
25.96%
Beta – 1 Year
1.04
—
Beta – 3 Years
0.98
—
Sharpe Ratio – 1 Year
0.33
0.72
Sharpe Ratio – 3 Years
0.11
0.85
Worst Rolling Year
4.20%
27.02%
Value at Worst Rolling Year
₹1.04 Cr
₹1.27 Cr
Deepest Drawdown
−24.72%
−26.38%
Recovery Period
Not yet recovered
93 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
14.71%
36.88%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 14% · M 44% · S 40%
—
Number of Stocks
21
49
Portfolio P/E
51.26
21.17
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%
—
Top Sectors
Capital Goods · 33.82%
Automobile and Auto Components · 17.29%
Chemicals · 17.05%
—
Fixed Fee
2.50% / yr
—
Performance Fee / Plan
Fixed Plan
—
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
—