Portfolio Management Services (PMS)Compare Schemes
Phillip Income Builder Portfolio vs Right Horizons - Alphabots India Largecap 50
Add SchemeGrowth of ₹1 Crore
Phillip Income Builder Portfolio
Right Horizons - Alphabots India Largecap 50
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
Nifty 500 · 6.9%
0%
10%
20%
Volatility • 3 yrs deviation
1 Month
0.82%
4.41%
6 Months
5.10%
0.07%
1 Year
10.73%
4.08%
3 Years
13.62%
6.47%
5 Years
—
—
Since Inception
13.76%
11.08%
Fund Age
3 yrs
6 yrs 6 mo
AUM
₹261.91 Cr
₹1.91 Cr
Alpha – 1 Year
5.53%
4.51%
Alpha – 3 Years
6.73%
−2.09%
Information Ratio – 3 Years
2.55
-0.44
Volatility – 1 Year
1.39%
16.64%
Volatility – 3 Years
1.55%
14.35%
Beta – 1 Year
0.39
0.98
Beta – 3 Years
0.13
1.00
Sharpe Ratio – 1 Year
3.51
-0.01
Sharpe Ratio – 3 Years
4.91
0.13
Worst Rolling Year
13.63%
5.64%
Value at Worst Rolling Year
₹1.14 Cr
₹1.06 Cr
Deepest Drawdown
—
−18.42%
Recovery Period
—
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
13.72%
7.94%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
—
L 90% · M 7%
Number of Stocks
—
50
Portfolio P/E
—
26.76
Top 5 Holdings
11% Kosamattam · 0.00%
Muthoot Fincorp Ltd. 10.45% DB REDEEM 24/12/2032 INR 10000 · 0.00%
Indostar Capital Finance Ltd 10.30% DB REDEEM 25/09/2027 INR 1000 · 0.00%
Navi Finserv Ltd. 10.75% DB REDEEM 19/08/2028 INR 10000 · 0.00%
MUTHOOTTU MINI FINANCIERS LTD 9.25 NCD 18SP27 FVRS10000 · 0.00%
Cash & Cash Equivalent · 3.22%
Hero MotoCorp Ltd · 2.92%
Hindalco Industries Ltd · 2.91%
Tata Steel Ltd · 2.82%
Eicher Motors Ltd · 2.74%
Top Sectors
—
Financial Services · 21.29%
Automobile and Auto Components · 12.46%
Metals & Mining · 9.87%
Fixed Fee
0.75% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
2% / 1% / –