Portfolio Management Services (PMS)Compare Schemes
Phillip Income Builder Portfolio vs Tradeswift - Sparkling Gems
Add SchemeGrowth of ₹1 Crore
Phillip Income Builder Portfolio
Tradeswift - Sparkling Gems
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
Nifty 500 · 6.9%
0%
10%
Volatility • 3 yrs deviation
1 Month
0.82%
−0.05%
6 Months
5.10%
23.02%
1 Year
10.73%
—
3 Years
13.62%
—
5 Years
—
—
Since Inception
13.76%
13.86%
Fund Age
3 yrs
10 mo
AUM
₹261.91 Cr
₹13.6 Cr
Alpha – 1 Year
5.53%
—
Alpha – 3 Years
6.73%
—
Information Ratio – 3 Years
2.55
—
Volatility – 1 Year
1.39%
—
Volatility – 3 Years
1.55%
—
Beta – 1 Year
0.39
—
Beta – 3 Years
0.13
—
Sharpe Ratio – 1 Year
3.51
—
Sharpe Ratio – 3 Years
4.91
—
Worst Rolling Year
13.63%
—
Value at Worst Rolling Year
₹1.14 Cr
—
Deepest Drawdown
—
—
Recovery Period
—
—
1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
13.72%
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
—
S 97%
Number of Stocks
—
29
Portfolio P/E
—
26.06
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%
Goldiam International Ltd · 7.05%
Grindwell Norton Ltd · 4.59%
RPG Life Sciences Ltd · 4.39%
Action Construction Equipment Ltd · 4.38%
Enviro Infra Engineers Ltd · 4.35%
Top Sectors
—
Capital Goods · 20.02%
Consumer Durables · 11.07%
Financial Services · 10.96%
Fixed Fee
0.75% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
2% / 1.5% / 1%