Portfolio Management Services (PMS)Compare Schemes
Centrum PMS - Micro vs Phillip Capital - Signature India Portfolio
Add SchemeGrowth of ₹1 Crore
Centrum PMS - Micro
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
5.99%
3.08%
6 Months
26.63%
14.24%
1 Year
16.86%
9.21%
3 Years
13.24%
8.31%
5 Years
17.56%
7.74%
Since Inception
16.65%
11.80%
Fund Age
10 yrs 1 mo
10 yrs 3 mo
AUM
₹11.38 Cr
₹251.07 Cr
Alpha – 1 Year
12.14%
4.51%
Alpha – 3 Years
1.15%
−2.91%
Information Ratio – 3 Years
0.20
-0.50
Volatility – 1 Year
29.32%
21.09%
Volatility – 3 Years
24.13%
15.86%
Beta – 1 Year
1.44
1.13
Beta – 3 Years
1.15
0.93
Sharpe Ratio – 1 Year
0.48
0.27
Sharpe Ratio – 3 Years
0.50
0.26
Worst Rolling Year
-10.45%
-3.45%
Value at Worst Rolling Year
₹0.90 Cr
₹0.97 Cr
Deepest Drawdown
−32.02%
−19.63%
Recovery Period
Not yet recovered
469 days
1-Year Rolling Windows Positive
89.77%
97.82%
Median Rolling Year
20.93%
11.94%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
M 1% · S 95%
L 30% · M 32% · S 34%
Number of Stocks
28
28
Portfolio P/E
41.96
55.43
Top 5 Holdings
Venus Pipes & Tubes Ltd · 6.84%
Stylam Industries Ltd · 6.80%
Time Technoplast Ltd · 6.11%
S P Apparels Ltd · 5.19%
Vishnu Chemicals Ltd · 4.78%
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 · 24.94%
Textiles · 15.25%
Consumer Services · 11.78%
Financial Services · 15.55%
Healthcare · 12.76%
Capital Goods · 12.30%
Fixed Fee
2.00% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 0% / 0%
0% / 0% / 0%