Portfolio Management Services (PMS)Compare Schemes
Marcellus -MeritorQ - PMS vs Phillip Capital - Signature India Portfolio
Add SchemeGrowth of ₹1 Crore
Marcellus -MeritorQ - PMS
Phillip Capital - Signature India Portfolio
Return for the risk
3 yrs return
5%
10%
15%
Nifty 500 · 11.9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
3.04%
3.08%
6 Months
5.19%
14.24%
1 Year
−0.45%
9.21%
3 Years
11.72%
8.31%
5 Years
—
7.74%
Since Inception
12.62%
11.80%
Fund Age
3 yrs 8 mo
10 yrs 3 mo
AUM
₹42.96 Cr
₹251.07 Cr
Alpha – 1 Year
−3.43%
4.51%
Alpha – 3 Years
−0.17%
−2.91%
Information Ratio – 3 Years
-0.16
-0.50
Volatility – 1 Year
16.93%
21.09%
Volatility – 3 Years
15.20%
15.86%
Beta – 1 Year
0.92
1.13
Beta – 3 Years
0.91
0.93
Sharpe Ratio – 1 Year
-0.27
0.27
Sharpe Ratio – 3 Years
0.45
0.26
Worst Rolling Year
11.64%
-3.45%
Value at Worst Rolling Year
₹1.12 Cr
₹0.97 Cr
Deepest Drawdown
−20.38%
−19.63%
Recovery Period
Not yet recovered
469 days
1-Year Rolling Windows Positive
100.00%
97.82%
Median Rolling Year
15.01%
11.94%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 39% · M 39% · S 22%
L 30% · M 32% · S 34%
Number of Stocks
—
28
Portfolio P/E
—
55.43
Top 5 Holdings
Bharti Airtel Ltd · 10.23%
Sun Pharmaceutical Industries Ltd · 6.24%
Eicher Motors Ltd · 5.28%
Indus Towers Ltd · 4.81%
R R Kabel Ltd · 4.42%
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
2.00% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%