Portfolio Management Services (PMS)Compare Schemes
Invesco - Challengers vs Phillip Capital - Signature India Portfolio
Add SchemeGrowth of ₹1 Crore
Invesco - Challengers
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
1.41%
3.08%
6 Months
13.18%
14.24%
1 Year
2.91%
9.21%
3 Years
14.27%
8.31%
5 Years
—
7.74%
Since Inception
11.83%
11.80%
Fund Age
4 yrs 11 mo
10 yrs 3 mo
AUM
₹31.01 Cr
₹251.07 Cr
Alpha – 1 Year
−1.81%
4.51%
Alpha – 3 Years
2.18%
−2.91%
Information Ratio – 3 Years
0.24
-0.50
Volatility – 1 Year
18.67%
21.09%
Volatility – 3 Years
17.11%
15.86%
Beta – 1 Year
0.97
1.13
Beta – 3 Years
0.95
0.93
Sharpe Ratio – 1 Year
-0.04
0.27
Sharpe Ratio – 3 Years
0.56
0.26
Worst Rolling Year
12.64%
-3.45%
Value at Worst Rolling Year
₹1.13 Cr
₹0.97 Cr
Deepest Drawdown
−24.73%
−19.63%
Recovery Period
Not yet recovered
469 days
1-Year Rolling Windows Positive
100.00%
97.82%
Median Rolling Year
17.60%
11.94%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 37% · M 30% · S 33%
L 30% · M 32% · S 34%
Number of Stocks
26
28
Portfolio P/E
54.84
55.43
Top 5 Holdings
Bharti Airtel Ltd · 8.21%
ICICI Bank Ltd · 7.23%
TVS Motor Company Ltd · 5.81%
Sedemac Mechatronics Ltd · 5.23%
Aditya Vision Ltd · 4.93%
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 · 30.23%
Automobile and Auto Components · 14.75%
Healthcare · 12.69%
Financial Services · 15.55%
Healthcare · 12.76%
Capital Goods · 12.30%
Fixed Fee
—
2.50% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
0% / 0% / 0%