Portfolio Management Services (PMS)Compare Schemes
Phillip Income Builder Portfolio vs Sundaram Alternate - SELF
Add SchemeGrowth of ₹1 Crore
Phillip Income Builder Portfolio
Sundaram Alternate - SELF
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
25%
30%
Nifty 500 · 6.9%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.82%
7.67%
6 Months
5.10%
27.70%
1 Year
10.73%
47.52%
3 Years
13.62%
23.98%
5 Years
—
15.87%
Since Inception
13.76%
18.55%
Fund Age
3 yrs
16 yrs 2 mo
AUM
₹261.91 Cr
₹1,022.92 Cr
Alpha – 1 Year
5.53%
42.80%
Alpha – 3 Years
6.73%
11.89%
Information Ratio – 3 Years
2.55
1.12
Volatility – 1 Year
1.39%
28.29%
Volatility – 3 Years
1.55%
20.76%
Beta – 1 Year
0.39
1.36
Beta – 3 Years
0.13
1.07
Sharpe Ratio – 1 Year
3.51
1.33
Sharpe Ratio – 3 Years
4.91
0.99
Worst Rolling Year
13.63%
-4.58%
Value at Worst Rolling Year
₹1.14 Cr
₹0.95 Cr
Deepest Drawdown
—
−19.51%
Recovery Period
—
115 days
1-Year Rolling Windows Positive
100.00%
97.86%
Median Rolling Year
13.72%
18.35%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
—
L 22% · M 32% · S 42%
Number of Stocks
—
26
Portfolio P/E
—
50.74
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%
TD Power Systems Ltd · 7.13%
MTAR Technologies Ltd · 6.16%
Bharat Heavy Electricals Ltd · 5.50%
Acutaas Chemicals Ltd · 5.03%
KEI Industries Ltd · 4.81%
Top Sectors
—
Capital Goods · 33.61%
Financial Services · 28.27%
Healthcare · 13.73%
Fixed Fee
0.75% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
1% / 0% / 0%