Portfolio Management Services (PMS)Compare Schemes
Monarch Wealth Creator Fund vs Phillip Capital - Signature India Portfolio
Add SchemeGrowth of ₹1 Crore
Monarch Wealth Creator Fund
Phillip Capital - Signature India Portfolio
Return for the risk
3 yrs return
5%
10%
15%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.85%
3.08%
6 Months
12.32%
14.24%
1 Year
—
9.21%
3 Years
—
8.31%
5 Years
—
7.74%
Since Inception
13.81%
11.80%
Fund Age
8 mo
10 yrs 3 mo
AUM
₹279.09 Cr
₹251.07 Cr
Alpha – 1 Year
—
4.51%
Alpha – 3 Years
—
−2.91%
Information Ratio – 3 Years
—
-0.50
Volatility – 1 Year
—
21.09%
Volatility – 3 Years
—
15.86%
Beta – 1 Year
—
1.13
Beta – 3 Years
—
0.93
Sharpe Ratio – 1 Year
—
0.27
Sharpe Ratio – 3 Years
—
0.26
Worst Rolling Year
—
-3.45%
Value at Worst Rolling Year
—
₹0.97 Cr
Deepest Drawdown
—
−19.63%
Recovery Period
—
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 35% · M 34% · S 23%
L 30% · M 32% · S 34%
Number of Stocks
40
28
Portfolio P/E
19.53
55.43
Top 5 Holdings
Mazagon Dock Shipbuilders Ltd · 13.42%
Bank of Baroda · 7.93%
Cash & Cash Equivalent · 6.62%
NMDC Ltd · 5.37%
Adani Enterprises Ltd · 5.31%
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 · 24.00%
Capital Goods · 22.64%
Metals & Mining · 19.08%
Financial Services · 15.55%
Healthcare · 12.76%
Capital Goods · 12.30%
Fixed Fee
1.00% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0.5% / 0.5% / 0%
0% / 0% / 0%