Portfolio Management Services (PMS)Compare Schemes
Asit C Mehta - Ace Blue-chip vs Phillip Capital - Signature India Portfolio
Add SchemeGrowth of ₹1 Crore
Asit C Mehta - Ace Blue-chip
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
−2.58%
3.08%
6 Months
1.87%
14.24%
1 Year
8.68%
9.21%
3 Years
16.60%
8.31%
5 Years
15.36%
7.74%
Since Inception
12.51%
11.80%
Fund Age
8 yrs 8 mo
10 yrs 3 mo
AUM
₹4.55 Cr
₹251.07 Cr
Alpha – 1 Year
3.96%
4.51%
Alpha – 3 Years
4.51%
−2.91%
Information Ratio – 3 Years
0.64
-0.50
Volatility – 1 Year
15.98%
21.09%
Volatility – 3 Years
15.76%
15.86%
Beta – 1 Year
0.87
1.13
Beta – 3 Years
0.94
0.93
Sharpe Ratio – 1 Year
0.27
0.27
Sharpe Ratio – 3 Years
0.72
0.26
Worst Rolling Year
1.47%
-3.45%
Value at Worst Rolling Year
₹1.01 Cr
₹0.97 Cr
Deepest Drawdown
−17.84%
−19.63%
Recovery Period
136 days
469 days
1-Year Rolling Windows Positive
100.00%
97.82%
Median Rolling Year
19.72%
11.94%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 68% · M 14% · S 12%
L 30% · M 32% · S 34%
Number of Stocks
14
28
Portfolio P/E
31.16
55.43
Top 5 Holdings
Cash & Cash Equivalent · 15.72%
Ambuja Cements Ltd · 9.65%
Reliance Industries Ltd · 8.91%
Havells India Ltd · 8.83%
ICICI Bank Ltd · 7.45%
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 · 17.75%
Capital Goods · 11.04%
Construction Materials · 9.65%
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% / 0% / 0%
0% / 0% / 0%