Portfolio Management Services (PMS)Compare Schemes
Alchemy - Ascent vs Phillip Capital - Signature India Portfolio
Add SchemeGrowth of ₹1 Crore
Alchemy - Ascent
Phillip Capital - Signature India Portfolio
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
4.39%
3.08%
6 Months
8.65%
14.24%
1 Year
14.07%
9.21%
3 Years
8.50%
8.31%
5 Years
7.26%
7.74%
Since Inception
13.68%
11.80%
Fund Age
6 yrs 11 mo
10 yrs 3 mo
AUM
₹234.24 Cr
₹251.07 Cr
Alpha – 1 Year
9.35%
4.51%
Alpha – 3 Years
−3.59%
−2.91%
Information Ratio – 3 Years
-0.32
-0.50
Volatility – 1 Year
17.05%
21.09%
Volatility – 3 Years
19.82%
15.86%
Beta – 1 Year
0.90
1.13
Beta – 3 Years
1.09
0.93
Sharpe Ratio – 1 Year
0.55
0.27
Sharpe Ratio – 3 Years
0.25
0.26
Worst Rolling Year
4.86%
-3.45%
Value at Worst Rolling Year
₹1.05 Cr
₹0.97 Cr
Deepest Drawdown
−34.92%
−19.63%
Recovery Period
Not yet recovered
469 days
1-Year Rolling Windows Positive
100.00%
97.82%
Median Rolling Year
16.62%
11.94%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 25% · M 33% · S 39%
L 30% · M 32% · S 34%
Number of Stocks
70
28
Portfolio P/E
29.14
55.43
Top 5 Holdings
Eicher Motors Ltd · 5.45%
Apar Industries Ltd · 5.43%
Glenmark Pharmaceuticals Ltd · 4.49%
CCL Products (India) Ltd · 4.47%
SPR Auto Technologies Ltd · 4.30%
Divis Laboratories Ltd · 5.41%
ICICI Bank Ltd · 4.92%
Coforge Ltd · 4.49%
Syrma SGS Technology Ltd · 4.18%
HDFC Bank Ltd · 4.16%
Top Sectors
Financial Services · 29.09%
Capital Goods · 19.43%
Automobile and Auto Components · 15.86%
Financial Services · 15.55%
Healthcare · 12.76%
Capital Goods · 12.30%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
0% / 0% / 0%