Portfolio Management Services (PMS)Compare Schemes
Capgrow - Growth vs Phillip Capital - Signature India Portfolio
Add SchemeGrowth of ₹1 Crore
Capgrow - Growth
Phillip Capital - Signature India Portfolio
Return for the risk
3 yrs return
0%
5%
10%
15%
Nifty 500 · 11.9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
3.35%
3.08%
6 Months
3.75%
14.24%
1 Year
−5.76%
9.21%
3 Years
3.98%
8.31%
5 Years
6.05%
7.74%
Since Inception
9.94%
11.80%
Fund Age
7 yrs 9 mo
10 yrs 3 mo
AUM
₹45.09 Cr
₹251.07 Cr
Alpha – 1 Year
−8.74%
4.51%
Alpha – 3 Years
−7.91%
−2.91%
Information Ratio – 3 Years
-1.11
-0.50
Volatility – 1 Year
21.69%
21.09%
Volatility – 3 Years
18.00%
15.86%
Beta – 1 Year
1.21
1.13
Beta – 3 Years
1.08
0.93
Sharpe Ratio – 1 Year
-0.42
0.27
Sharpe Ratio – 3 Years
0.01
0.26
Worst Rolling Year
3.08%
-3.45%
Value at Worst Rolling Year
₹1.03 Cr
₹0.97 Cr
Deepest Drawdown
−29.01%
−19.63%
Recovery Period
Not yet recovered
469 days
1-Year Rolling Windows Positive
100.00%
97.82%
Median Rolling Year
12.65%
11.94%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 35% · M 13% · S 51%
L 30% · M 32% · S 34%
Number of Stocks
43
28
Portfolio P/E
—
55.43
Top 5 Holdings
ICICI Bank Ltd · 7.13%
Bharti Airtel Ltd · 6.98%
Sheela Foam Ltd · 5.64%
Vinati Organics Ltd · 5.17%
Godrej Agrovet Ltd · 5.13%
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 · 26.49%
Capital Goods · 13.62%
Fast Moving Consumer Goods · 11.66%
Financial Services · 15.55%
Healthcare · 12.76%
Capital Goods · 12.30%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
2% of profit
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%