Portfolio Management Services (PMS)Compare Schemes
Capitalmind - Surge India vs Phillip Capital - Signature India Portfolio
Add SchemeGrowth of ₹1 Crore
Capitalmind - Surge India
Phillip Capital - Signature India Portfolio
Return for the risk
3 yrs return
5%
10%
15%
20%
NIFTY 50 Total Return Index · 8.6%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−2.53%
3.08%
6 Months
2.18%
14.24%
1 Year
−4.96%
9.21%
3 Years
15.69%
8.31%
5 Years
15.58%
7.74%
Since Inception
10.95%
11.80%
Fund Age
8 yrs 8 mo
10 yrs 3 mo
AUM
₹649.19 Cr
₹251.07 Cr
Alpha – 1 Year
−4.53%
4.51%
Alpha – 3 Years
7.12%
−2.91%
Information Ratio – 3 Years
0.60
-0.50
Volatility – 1 Year
15.34%
21.09%
Volatility – 3 Years
18.43%
15.86%
Beta – 1 Year
0.74
1.13
Beta – 3 Years
0.99
0.93
Sharpe Ratio – 1 Year
-0.61
0.27
Sharpe Ratio – 3 Years
0.59
0.26
Worst Rolling Year
-6.10%
-3.45%
Value at Worst Rolling Year
₹0.94 Cr
₹0.97 Cr
Deepest Drawdown
−22.16%
−19.63%
Recovery Period
122 days
469 days
1-Year Rolling Windows Positive
91.42%
97.82%
Median Rolling Year
20.85%
11.94%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
—
L 30% · M 32% · S 34%
Number of Stocks
—
28
Portfolio P/E
—
55.43
Top 5 Holdings
—
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 · 15.55%
Healthcare · 12.76%
Capital Goods · 12.30%
Fixed Fee
1.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%