Portfolio Management Services (PMS)Compare Schemes
Green Portfolio - Super 30 Dynamic vs Phillip Capital - Signature India Portfolio
Add SchemeGrowth of ₹1 Crore
Green Portfolio - Super 30 Dynamic
Phillip Capital - Signature India Portfolio
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 11.9%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
−0.92%
3.08%
6 Months
32.15%
14.24%
1 Year
16.77%
9.21%
3 Years
19.00%
8.31%
5 Years
20.10%
7.74%
Since Inception
27.01%
11.80%
Fund Age
6 yrs 10 mo
10 yrs 3 mo
AUM
₹247.64 Cr
₹251.07 Cr
Alpha – 1 Year
13.79%
4.51%
Alpha – 3 Years
7.10%
−2.91%
Information Ratio – 3 Years
0.30
-0.50
Volatility – 1 Year
39.13%
21.09%
Volatility – 3 Years
29.47%
15.86%
Beta – 1 Year
1.87
1.13
Beta – 3 Years
1.36
0.93
Sharpe Ratio – 1 Year
0.42
0.27
Sharpe Ratio – 3 Years
0.55
0.26
Worst Rolling Year
15.03%
-3.45%
Value at Worst Rolling Year
₹1.15 Cr
₹0.97 Cr
Deepest Drawdown
−35.86%
−19.63%
Recovery Period
94 days
469 days
1-Year Rolling Windows Positive
100.00%
97.82%
Median Rolling Year
31.90%
11.94%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
S 80%
L 30% · M 32% · S 34%
Number of Stocks
42
28
Portfolio P/E
42.30
55.43
Top 5 Holdings
Sejal Glass Ltd · 10.47%
HFCL Ltd · 8.12%
Centum Electronics Ltd · 7.51%
Supriya Lifescience Ltd · 5.88%
Misc · 5.19%
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
2.25% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%