Portfolio Management Services (PMS)Compare Schemes
Motilal Oswal - India Growth Strategy vs Phillip Capital - Signature India Portfolio
Add SchemeGrowth of ₹1 Crore
Motilal Oswal - India Growth Strategy
Phillip Capital - Signature India Portfolio
Return for the risk
3 yrs return
5%
10%
15%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.02%
3.08%
6 Months
20.43%
14.24%
1 Year
14.98%
9.21%
3 Years
—
8.31%
5 Years
—
7.74%
Since Inception
20.69%
11.80%
Fund Age
2 yrs 8 mo
10 yrs 3 mo
AUM
₹320.35 Cr
₹251.07 Cr
Alpha – 1 Year
12.00%
4.51%
Alpha – 3 Years
—
−2.91%
Information Ratio – 3 Years
—
-0.50
Volatility – 1 Year
24.24%
21.09%
Volatility – 3 Years
—
15.86%
Beta – 1 Year
1.26
1.13
Beta – 3 Years
—
0.93
Sharpe Ratio – 1 Year
0.46
0.27
Sharpe Ratio – 3 Years
—
0.26
Worst Rolling Year
—
-3.45%
Value at Worst Rolling Year
—
₹0.97 Cr
Deepest Drawdown
−12.04%
−19.63%
Recovery Period
Not yet recovered
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 5% · M 36% · S 51%
L 30% · M 32% · S 34%
Number of Stocks
29
28
Portfolio P/E
40.22
55.43
Top 5 Holdings
Cash & Cash Equivalent · 7.73%
Piramal Finance Ltd · 6.28%
Syrma SGS Technology Ltd · 6.04%
Sky Gold & Diamonds Ltd · 4.81%
PG Electroplast Ltd · 4.57%
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 · 29.63%
Capital Goods · 20.16%
Consumer Durables · 13.44%
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%