Portfolio Management Services (PMS)Compare Schemes
Estee-I-Alpha vs Phillip Capital - Signature India Portfolio
Add SchemeGrowth of ₹1 Crore
Estee-I-Alpha
Phillip Capital - Signature India Portfolio
Return for the risk
3 yrs return
0%
5%
10%
15%
Nifty 500 · 7.5%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−0.25%
3.08%
6 Months
3.36%
14.24%
1 Year
7.71%
9.21%
3 Years
10.42%
8.31%
5 Years
9.09%
7.74%
Since Inception
10.42%
11.80%
Fund Age
16 yrs 11 mo
10 yrs 3 mo
AUM
₹257.93 Cr
₹251.07 Cr
Alpha – 1 Year
0.40%
4.51%
Alpha – 3 Years
2.97%
−2.91%
Information Ratio – 3 Years
2.62
-0.50
Volatility – 1 Year
1.99%
21.09%
Volatility – 3 Years
1.94%
15.86%
Beta – 1 Year
0.35
1.13
Beta – 3 Years
0.35
0.93
Sharpe Ratio – 1 Year
1.45
0.27
Sharpe Ratio – 3 Years
3.79
0.26
Worst Rolling Year
7.00%
-3.45%
Value at Worst Rolling Year
₹1.07 Cr
₹0.97 Cr
Deepest Drawdown
—
−19.63%
Recovery Period
—
469 days
1-Year Rolling Windows Positive
100.00%
97.82%
Median Rolling Year
11.56%
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
HDFC Bank Ltd · 5.03%
ICICI Bank Ltd · 3.21%
Kotak Mahindra Bank Ltd · 1.04%
IndusInd Bank Ltd · 0.97%
SBI · 0.72%
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
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%