Portfolio Management Services (PMS)Compare Schemes
KEDIA - Multi Cap vs Phillip Capital - Signature India Portfolio
Add SchemeGrowth of ₹1 Crore
KEDIA - Multi Cap
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
2.23%
3.08%
6 Months
7.97%
14.24%
1 Year
6.21%
9.21%
3 Years
12.78%
8.31%
5 Years
14.19%
7.74%
Since Inception
16.41%
11.80%
Fund Age
7 yrs 3 mo
10 yrs 3 mo
AUM
₹115.97 Cr
₹251.07 Cr
Alpha – 1 Year
1.49%
4.51%
Alpha – 3 Years
0.69%
−2.91%
Information Ratio – 3 Years
0.20
-0.50
Volatility – 1 Year
15.75%
21.09%
Volatility – 3 Years
15.69%
15.86%
Beta – 1 Year
0.82
1.13
Beta – 3 Years
0.88
0.93
Sharpe Ratio – 1 Year
0.12
0.27
Sharpe Ratio – 3 Years
0.51
0.26
Worst Rolling Year
11.84%
-3.45%
Value at Worst Rolling Year
₹1.12 Cr
₹0.97 Cr
Deepest Drawdown
−23.37%
−19.63%
Recovery Period
Not yet recovered
469 days
1-Year Rolling Windows Positive
100.00%
97.82%
Median Rolling Year
21.02%
11.94%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
—
L 30% · M 32% · S 34%
Number of Stocks
35
28
Portfolio P/E
—
55.43
Top 5 Holdings
—
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
1.00% / yr
2.50% / yr
Performance Fee / Plan
20% of profit, above 10%
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%