Portfolio Management Services (PMS)Compare Schemes
Avestha - Growth vs Phillip Capital - Signature India Portfolio
Add SchemeGrowth of ₹1 Crore
Avestha - Growth
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
0.64%
3.08%
6 Months
21.51%
14.24%
1 Year
15.87%
9.21%
3 Years
14.38%
8.31%
5 Years
17.96%
7.74%
Since Inception
16.82%
11.80%
Fund Age
8 yrs 9 mo
10 yrs 3 mo
AUM
₹1,503.25 Cr
₹251.07 Cr
Alpha – 1 Year
11.15%
4.51%
Alpha – 3 Years
2.29%
−2.91%
Information Ratio – 3 Years
0.39
-0.50
Volatility – 1 Year
27.51%
21.09%
Volatility – 3 Years
22.70%
15.86%
Beta – 1 Year
1.48
1.13
Beta – 3 Years
1.25
0.93
Sharpe Ratio – 1 Year
0.47
0.27
Sharpe Ratio – 3 Years
0.50
0.26
Worst Rolling Year
1.64%
-3.45%
Value at Worst Rolling Year
₹1.02 Cr
₹0.97 Cr
Deepest Drawdown
−24.39%
−19.63%
Recovery Period
122 days
469 days
1-Year Rolling Windows Positive
100.00%
97.82%
Median Rolling Year
23.50%
11.94%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 12% · M 19% · S 67%
L 30% · M 32% · S 34%
Number of Stocks
17
28
Portfolio P/E
—
55.43
Top 5 Holdings
Apcotex Industries Ltd · 14.00%
AU Small Finance Bank Ltd · 10.22%
Praj Industries Ltd · 8.64%
P I Industries Ltd · 8.60%
Max Healthcare Institute Ltd · 8.46%
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 · 32.19%
Chemicals · 16.98%
Information Technology · 12.67%
Financial Services · 15.55%
Healthcare · 12.76%
Capital Goods · 12.30%
Fixed Fee
1.00% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%