Portfolio Management Services (PMS)Compare Schemes
Alpha Alternatives - Systematic Equity vs Phillip Capital - Signature India Portfolio
Add SchemeGrowth of ₹1 Crore
Alpha Alternatives - Systematic Equity
Phillip Capital - Signature India Portfolio
Return for the risk
3 yrs return
5%
10%
15%
Nifty 500 · 11.9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.47%
3.08%
6 Months
3.88%
14.24%
1 Year
−7.98%
9.21%
3 Years
11.06%
8.31%
5 Years
10.06%
7.74%
Since Inception
11.56%
11.80%
Fund Age
5 yrs 3 mo
10 yrs 3 mo
AUM
₹106.37 Cr
₹251.07 Cr
Alpha – 1 Year
−10.96%
4.51%
Alpha – 3 Years
−0.82%
−2.91%
Information Ratio – 3 Years
0.00
-0.50
Volatility – 1 Year
16.00%
21.09%
Volatility – 3 Years
17.59%
15.86%
Beta – 1 Year
0.79
1.13
Beta – 3 Years
0.97
0.93
Sharpe Ratio – 1 Year
-0.78
0.27
Sharpe Ratio – 3 Years
0.42
0.26
Worst Rolling Year
—
-3.45%
Value at Worst Rolling Year
—
₹0.97 Cr
Deepest Drawdown
—
−19.63%
Recovery Period
—
469 days
1-Year Rolling Windows Positive
—
97.82%
Median Rolling Year
—
11.94%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
—
L 30% · M 32% · S 34%
Number of Stocks
—
28
Portfolio P/E
—
55.43
Top 5 Holdings
National Aluminium Company Ltd · 6.60%
Eicher Motors Ltd · 5.87%
Indus Towers Ltd · 5.61%
Hero MotoCorp Ltd · 5.33%
Dr Lal Pathlabs Ltd · 5.15%
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 · 15.55%
Healthcare · 12.76%
Capital Goods · 12.30%
Fixed Fee
1.00% / yr
2.50% / yr
Performance Fee / Plan
2% of profit
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
0% / 0% / 0%