Portfolio Management Services (PMS)Compare Schemes
JM Financial - India Resurgent vs Phillip Capital - Signature India Portfolio
Add SchemeGrowth of ₹1 Crore
JM Financial - India Resurgent
Phillip Capital - Signature India Portfolio
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
Nifty 500 · 11.9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
4.15%
3.08%
6 Months
18.21%
14.24%
1 Year
19.11%
9.21%
3 Years
23.58%
8.31%
5 Years
18.40%
7.74%
Since Inception
13.93%
11.80%
Fund Age
11 yrs 4 mo
10 yrs 3 mo
AUM
₹13.37 Cr
₹251.07 Cr
Alpha – 1 Year
16.13%
4.51%
Alpha – 3 Years
11.69%
−2.91%
Information Ratio – 3 Years
1.24
-0.50
Volatility – 1 Year
18.18%
21.09%
Volatility – 3 Years
17.99%
15.86%
Beta – 1 Year
0.94
1.13
Beta – 3 Years
1.01
0.93
Sharpe Ratio – 1 Year
0.75
0.27
Sharpe Ratio – 3 Years
0.97
0.26
Worst Rolling Year
—
-3.45%
Value at Worst Rolling Year
—
₹0.97 Cr
Deepest Drawdown
−20.05%
−19.63%
Recovery Period
162 days
469 days
1-Year Rolling Windows Positive
—
97.82%
Median Rolling Year
—
11.94%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 27% · M 15% · S 55%
L 30% · M 32% · S 34%
Number of Stocks
32
28
Portfolio P/E
41.94
55.43
Top 5 Holdings
Laurus Labs Ltd · 9.80%
Chambal Fertilisers & Chemicals Ltd · 6.56%
Divis Laboratories Ltd · 6.02%
ICICI Bank Ltd · 5.98%
Man Infraconstruction Ltd · 5.79%
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
Capital Goods · 31.05%
Healthcare · 22.71%
Financial Services · 16.54%
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)
3% / 2% / 0%
0% / 0% / 0%