Portfolio Management Services (PMS)Compare Schemes
Anand Rathi Advisors - Impress PMS vs Phillip Capital - Signature India Portfolio
Add SchemeGrowth of ₹1 Crore
Anand Rathi Advisors - Impress PMS
Phillip Capital - Signature India Portfolio
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
4.97%
3.08%
6 Months
23.68%
14.24%
1 Year
18.36%
9.21%
3 Years
19.56%
8.31%
5 Years
16.83%
7.74%
Since Inception
14.91%
11.80%
Fund Age
9 yrs 3 mo
10 yrs 3 mo
AUM
₹884.23 Cr
₹251.07 Cr
Alpha – 1 Year
13.64%
4.51%
Alpha – 3 Years
7.47%
−2.91%
Information Ratio – 3 Years
0.73
-0.50
Volatility – 1 Year
27.03%
21.09%
Volatility – 3 Years
23.64%
15.86%
Beta – 1 Year
1.39
1.13
Beta – 3 Years
1.25
0.93
Sharpe Ratio – 1 Year
0.55
0.27
Sharpe Ratio – 3 Years
0.71
0.26
Worst Rolling Year
-7.52%
-3.45%
Value at Worst Rolling Year
₹0.92 Cr
₹0.97 Cr
Deepest Drawdown
−24.68%
−19.63%
Recovery Period
97 days
469 days
1-Year Rolling Windows Positive
91.90%
97.82%
Median Rolling Year
22.43%
11.94%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 14% · M 23% · S 57%
L 30% · M 32% · S 34%
Number of Stocks
18
28
Portfolio P/E
42.38
55.43
Top 5 Holdings
Cash & Cash Equivalent · 9.65%
Radico Khaitan Ltd · 7.68%
Cemindia Projects Ltd · 7.40%
KEI Industries Ltd · 6.56%
Cholamandalam Investment & Finance Company Ltd · 6.37%
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
Capital Goods · 22.11%
Fast Moving Consumer Goods · 15.87%
Financial Services · 12.36%
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)
2% / 1% / 0%
0% / 0% / 0%