Portfolio Management Services (PMS)Compare Schemes
Fractal Capital - Opportunities vs Phillip Capital - Signature India Portfolio
Add SchemeGrowth of ₹1 Crore
Fractal Capital - Opportunities
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
5.48%
3.08%
6 Months
13.51%
14.24%
1 Year
1.35%
9.21%
3 Years
13.26%
8.31%
5 Years
—
7.74%
Since Inception
19.28%
11.80%
Fund Age
4 yrs 2 mo
10 yrs 3 mo
AUM
₹36.17 Cr
₹251.07 Cr
Alpha – 1 Year
−3.37%
4.51%
Alpha – 3 Years
1.17%
−2.91%
Information Ratio – 3 Years
0.14
-0.50
Volatility – 1 Year
24.66%
21.09%
Volatility – 3 Years
18.82%
15.86%
Beta – 1 Year
1.31
1.13
Beta – 3 Years
1.10
0.93
Sharpe Ratio – 1 Year
-0.05
0.27
Sharpe Ratio – 3 Years
0.48
0.26
Worst Rolling Year
12.70%
-3.45%
Value at Worst Rolling Year
₹1.13 Cr
₹0.97 Cr
Deepest Drawdown
−26.89%
−19.63%
Recovery Period
Not yet recovered
469 days
1-Year Rolling Windows Positive
100.00%
97.82%
Median Rolling Year
19.63%
11.94%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 8% · M 16% · S 76%
L 30% · M 32% · S 34%
Number of Stocks
24
28
Portfolio P/E
29.70
55.43
Top 5 Holdings
Windlas Biotech Ltd · 0.00%
Galaxy Surfactants Ltd · 0.00%
Indigo Paints Ltd · 0.00%
Krishna Institute of Medical Sciences Ltd · 0.00%
Tracxn Technologies Ltd · 0.00%
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
2.00% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
0% / 0% / 0%