Portfolio Management Services (PMS)Compare Schemes
Composite India - GARP Fund vs Phillip Capital - Signature India Portfolio
Add SchemeGrowth of ₹1 Crore
Composite India - GARP Fund
Phillip Capital - Signature India Portfolio
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 11.8%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
3.99%
3.08%
6 Months
22.77%
14.24%
1 Year
24.21%
9.21%
3 Years
13.20%
8.31%
5 Years
12.56%
7.74%
Since Inception
18.69%
11.80%
Fund Age
7 yrs 4 mo
10 yrs 3 mo
AUM
₹114.64 Cr
₹251.07 Cr
Alpha – 1 Year
19.49%
4.51%
Alpha – 3 Years
1.43%
−2.91%
Information Ratio – 3 Years
0.12
-0.50
Volatility – 1 Year
24.82%
21.09%
Volatility – 3 Years
21.64%
15.86%
Beta – 1 Year
1.34
1.13
Beta – 3 Years
1.13
0.93
Sharpe Ratio – 1 Year
0.78
0.27
Sharpe Ratio – 3 Years
0.46
0.26
Worst Rolling Year
10.43%
-3.45%
Value at Worst Rolling Year
₹1.10 Cr
₹0.97 Cr
Deepest Drawdown
−24.42%
−19.63%
Recovery Period
92 days
469 days
1-Year Rolling Windows Positive
100.00%
97.82%
Median Rolling Year
18.16%
11.94%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 20% · M 28% · S 47%
L 30% · M 32% · S 34%
Number of Stocks
32
28
Portfolio P/E
37.13
55.43
Top 5 Holdings
L&T Finance Ltd · 6.45%
Garware Hi Tech Films Ltd · 6.35%
Piramal Finance Ltd · 5.97%
Eicher Motors Ltd · 5.58%
Divis Laboratories Ltd · 5.56%
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 · 22.52%
Capital Goods · 19.92%
Healthcare · 18.45%
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%