Portfolio Management Services (PMS)Compare Schemes
Phillip Income Builder Portfolio vs Sundaram Alternate - SISOP
Add SchemeGrowth of ₹1 Crore
Phillip Income Builder Portfolio
Sundaram Alternate - SISOP
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%
5.72%
6 Months
5.10%
23.48%
1 Year
10.73%
38.68%
3 Years
13.62%
26.01%
5 Years
—
16.58%
Since Inception
13.76%
18.98%
Fund Age
3 yrs
16 yrs 6 mo
AUM
₹261.91 Cr
₹1,885.18 Cr
Alpha – 1 Year
5.53%
33.96%
Alpha – 3 Years
6.73%
13.92%
Information Ratio – 3 Years
2.55
1.27
Volatility – 1 Year
1.39%
28.06%
Volatility – 3 Years
1.55%
20.41%
Beta – 1 Year
0.39
1.39
Beta – 3 Years
0.13
1.06
Sharpe Ratio – 1 Year
3.51
1.12
Sharpe Ratio – 3 Years
4.91
1.06
Worst Rolling Year
13.63%
-4.06%
Value at Worst Rolling Year
₹1.14 Cr
₹0.96 Cr
Deepest Drawdown
—
−18.24%
Recovery Period
—
60 days
1-Year Rolling Windows Positive
100.00%
98.28%
Median Rolling Year
13.72%
16.41%
5-Year Rolling Windows Positive
—
99.28%
Market-Cap Mix
—
L 40% · M 32% · S 24%
Number of Stocks
—
28
Portfolio P/E
—
45.86
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%
MTAR Technologies Ltd · 6.15%
GE Vernova T&D India Ltd · 5.74%
Titan Company Ltd · 5.51%
Mahindra & Mahindra Ltd · 5.41%
Cholamandalam Investment & Finance Company Ltd · 5.19%
Top Sectors
—
Capital Goods · 39.07%
Financial Services · 22.11%
Automobile and Auto Components · 9.93%
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%