Portfolio Management Services (PMS)Compare Schemes
Mansi share-seven islands PMS vs Phillip Capital - Signature India Portfolio
Add SchemeGrowth of ₹1 Crore
Mansi share-seven islands PMS
Phillip Capital - Signature India Portfolio
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
2.10%
3.08%
6 Months
29.13%
14.24%
1 Year
20.96%
9.21%
3 Years
17.22%
8.31%
5 Years
—
7.74%
Since Inception
23.59%
11.80%
Fund Age
3 yrs 7 mo
10 yrs 3 mo
AUM
₹147.56 Cr
₹251.07 Cr
Alpha – 1 Year
16.24%
4.51%
Alpha – 3 Years
5.13%
−2.91%
Information Ratio – 3 Years
0.33
-0.50
Volatility – 1 Year
30.80%
21.09%
Volatility – 3 Years
25.65%
15.86%
Beta – 1 Year
1.54
1.13
Beta – 3 Years
1.41
0.93
Sharpe Ratio – 1 Year
0.58
0.27
Sharpe Ratio – 3 Years
0.54
0.26
Worst Rolling Year
15.38%
-3.45%
Value at Worst Rolling Year
₹1.15 Cr
₹0.97 Cr
Deepest Drawdown
−28.52%
−19.63%
Recovery Period
122 days
469 days
1-Year Rolling Windows Positive
100.00%
97.82%
Median Rolling Year
21.14%
11.94%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 63% · M 11% · S 17%
L 30% · M 32% · S 34%
Number of Stocks
18
28
Portfolio P/E
—
55.43
Top 5 Holdings
Cash & Cash Equivalent · 8.51%
Reliance Industries Ltd · 4.92%
Larsen & Toubro Ltd · 4.76%
State Bank of India · 4.44%
ICICI Bank Ltd · 4.24%
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 · 21.65%
Capital Goods · 11.04%
Healthcare · 8.42%
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% / 1%
0% / 0% / 0%