Portfolio Management Services (PMS)Compare Schemes
Ambit Investment Advisors - Good & Clean vs Phillip Capital - Signature India Portfolio
Add SchemeGrowth of ₹1 Crore
Ambit Investment Advisors - Good & Clean
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
4.14%
3.08%
6 Months
12.03%
14.24%
1 Year
22.15%
9.21%
3 Years
14.49%
8.31%
5 Years
12.37%
7.74%
Since Inception
12.90%
11.80%
Fund Age
11 yrs 5 mo
10 yrs 3 mo
AUM
₹441.87 Cr
₹251.07 Cr
Alpha – 1 Year
17.43%
4.51%
Alpha – 3 Years
2.40%
−2.91%
Information Ratio – 3 Years
0.31
-0.50
Volatility – 1 Year
19.08%
21.09%
Volatility – 3 Years
17.65%
15.86%
Beta – 1 Year
1.04
1.13
Beta – 3 Years
1.05
0.93
Sharpe Ratio – 1 Year
0.87
0.27
Sharpe Ratio – 3 Years
0.56
0.26
Worst Rolling Year
-0.27%
-3.45%
Value at Worst Rolling Year
₹1.00 Cr
₹0.97 Cr
Deepest Drawdown
−20.94%
−19.63%
Recovery Period
153 days
469 days
1-Year Rolling Windows Positive
99.03%
97.82%
Median Rolling Year
14.69%
11.94%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 41% · M 34% · S 25%
L 30% · M 32% · S 34%
Number of Stocks
29
28
Portfolio P/E
31.76
55.43
Top 5 Holdings
Lupin Ltd · 6.00%
Shriram Finance Ltd · 6.00%
Aegis Logistics Ltd · 5.00%
TVS Motor Company Ltd · 5.00%
Bharat Electronics Ltd · 5.00%
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 · 40.50%
Capital Goods · 19.00%
Automobile and Auto Components · 11.00%
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%