Portfolio Management Services (PMS)Compare Schemes
KRChoksey - Alpha Invest vs Phillip Capital - Signature India Portfolio
Add SchemeGrowth of ₹1 Crore
KRChoksey - Alpha Invest
Phillip Capital - Signature India Portfolio
Return for the risk
3 yrs return
0%
5%
10%
15%
NIFTY 50 Total Return Index · 9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.97%
3.08%
6 Months
6.33%
14.24%
1 Year
−0.99%
9.21%
3 Years
6.26%
8.31%
5 Years
6.47%
7.74%
Since Inception
5.18%
11.80%
Fund Age
19 yrs 5 mo
10 yrs 3 mo
AUM
₹95.89 Cr
₹251.07 Cr
Alpha – 1 Year
2.51%
4.51%
Alpha – 3 Years
−2.73%
−2.91%
Information Ratio – 3 Years
-0.10
-0.50
Volatility – 1 Year
20.93%
21.09%
Volatility – 3 Years
17.77%
15.86%
Beta – 1 Year
1.14
1.13
Beta – 3 Years
1.05
0.93
Sharpe Ratio – 1 Year
-0.20
0.27
Sharpe Ratio – 3 Years
0.23
0.26
Worst Rolling Year
-21.50%
-3.45%
Value at Worst Rolling Year
₹0.79 Cr
₹0.97 Cr
Deepest Drawdown
−30.66%
−19.63%
Recovery Period
Not yet recovered
469 days
1-Year Rolling Windows Positive
74.63%
97.82%
Median Rolling Year
10.39%
11.94%
5-Year Rolling Windows Positive
82.76%
100.00%
Market-Cap Mix
L 77% · M 12% · S 11%
L 30% · M 32% · S 34%
Number of Stocks
57
28
Portfolio P/E
—
55.43
Top 5 Holdings
Reliance Industries Ltd · 7.33%
Bajaj Finance Ltd · 7.29%
Bajaj Finserv Ltd · 6.64%
Adani Enterprises Ltd · 6.33%
ICICI Bank Ltd · 5.85%
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 · 31.32%
Automobile and Auto Components · 12.97%
Healthcare · 9.96%
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%