Portfolio Management Services (PMS)Compare Schemes
Motilal Oswal - Value Migration vs Phillip Capital - Signature India Portfolio
Add SchemeGrowth of ₹1 Crore
Motilal Oswal - Value Migration
Phillip Capital - Signature India Portfolio
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 11.9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.78%
3.08%
6 Months
11.75%
14.24%
1 Year
−2.37%
9.21%
3 Years
17.81%
8.31%
5 Years
14.66%
7.74%
Since Inception
18.91%
11.80%
Fund Age
23 yrs 5 mo
10 yrs 3 mo
AUM
₹3,220.2 Cr
₹251.07 Cr
Alpha – 1 Year
−5.35%
4.51%
Alpha – 3 Years
5.93%
−2.91%
Information Ratio – 3 Years
0.54
-0.50
Volatility – 1 Year
21.49%
21.09%
Volatility – 3 Years
20.84%
15.86%
Beta – 1 Year
1.07
1.13
Beta – 3 Years
1.13
0.93
Sharpe Ratio – 1 Year
-0.27
0.27
Sharpe Ratio – 3 Years
0.64
0.26
Worst Rolling Year
-7.44%
-3.45%
Value at Worst Rolling Year
₹0.93 Cr
₹0.97 Cr
Deepest Drawdown
−27.33%
−19.63%
Recovery Period
Not yet recovered
469 days
1-Year Rolling Windows Positive
94.32%
97.82%
Median Rolling Year
14.52%
11.94%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 28% · M 48% · S 19%
L 30% · M 32% · S 34%
Number of Stocks
27
28
Portfolio P/E
57.85
55.43
Top 5 Holdings
Eternal Ltd · 5.67%
Kalyan Jewellers India Ltd · 5.64%
Cash & Cash Equivalent · 4.42%
One 97 Communications Ltd · 4.40%
Bajaj Finance Ltd · 4.35%
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 · 24.86%
Capital Goods · 24.56%
Consumer Durables · 13.26%
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%