Portfolio Management Services (PMS)Compare Schemes
Motilal Oswal - Ethical vs Phillip Capital - Signature India Portfolio
Add SchemeGrowth of ₹1 Crore
Motilal Oswal - Ethical
Phillip Capital - Signature India Portfolio
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 11.9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.53%
3.08%
6 Months
18.13%
14.24%
1 Year
13.15%
9.21%
3 Years
14.12%
8.31%
5 Years
11.96%
7.74%
Since Inception
13.25%
11.80%
Fund Age
5 yrs 1 mo
10 yrs 3 mo
AUM
₹77.09 Cr
₹251.07 Cr
Alpha – 1 Year
10.17%
4.51%
Alpha – 3 Years
2.24%
−2.91%
Information Ratio – 3 Years
0.36
-0.50
Volatility – 1 Year
23.76%
21.09%
Volatility – 3 Years
19.81%
15.86%
Beta – 1 Year
1.23
1.13
Beta – 3 Years
1.14
0.93
Sharpe Ratio – 1 Year
0.40
0.27
Sharpe Ratio – 3 Years
0.50
0.26
Worst Rolling Year
8.04%
-3.45%
Value at Worst Rolling Year
₹1.08 Cr
₹0.97 Cr
Deepest Drawdown
−27.15%
−19.63%
Recovery Period
Not yet recovered
469 days
1-Year Rolling Windows Positive
100.00%
97.82%
Median Rolling Year
16.70%
11.94%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 28% · M 28% · S 44%
L 30% · M 32% · S 34%
Number of Stocks
20
28
Portfolio P/E
52.66
55.43
Top 5 Holdings
Syrma SGS Technology Ltd · 8.40%
Cummins India Ltd · 7.80%
KEI Industries Ltd · 7.75%
Apar Industries Ltd · 7.60%
Global Health Ltd · 7.45%
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
Capital Goods · 46.87%
Consumer Durables · 14.47%
Information Technology · 13.64%
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)
2% / 0% / 0%
0% / 0% / 0%