Portfolio Management Services (PMS)Compare Schemes
Asit C Mehta - Ace Multicap vs Phillip Capital - Signature India Portfolio
Add SchemeGrowth of ₹1 Crore
Asit C Mehta - Ace Multicap
Phillip Capital - Signature India Portfolio
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.87%
3.08%
6 Months
10.71%
14.24%
1 Year
14.18%
9.21%
3 Years
22.17%
8.31%
5 Years
23.46%
7.74%
Since Inception
19.11%
11.80%
Fund Age
8 yrs
10 yrs 3 mo
AUM
₹120.99 Cr
₹251.07 Cr
Alpha – 1 Year
9.46%
4.51%
Alpha – 3 Years
10.08%
−2.91%
Information Ratio – 3 Years
0.87
-0.50
Volatility – 1 Year
18.02%
21.09%
Volatility – 3 Years
20.69%
15.86%
Beta – 1 Year
1.00
1.13
Beta – 3 Years
1.12
0.93
Sharpe Ratio – 1 Year
0.53
0.27
Sharpe Ratio – 3 Years
0.83
0.26
Worst Rolling Year
9.94%
-3.45%
Value at Worst Rolling Year
₹1.10 Cr
₹0.97 Cr
Deepest Drawdown
−25.91%
−19.63%
Recovery Period
Not yet recovered
469 days
1-Year Rolling Windows Positive
100.00%
97.82%
Median Rolling Year
32.64%
11.94%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 20% · M 23% · S 47%
L 30% · M 32% · S 34%
Number of Stocks
19
28
Portfolio P/E
29.90
55.43
Top 5 Holdings
Cash & Cash Equivalent · 14.64%
Piramal Pharma Ltd · 6.93%
Reliance Industries Ltd · 6.83%
Havells India Ltd · 5.96%
Quess Corp Ltd · 5.31%
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 · 21.15%
Consumer Durables · 14.67%
Capital Goods · 8.97%
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%