Portfolio Management Services (PMS)Compare Schemes
NAFA - Emerging Bluechip vs Phillip Capital - Signature India Portfolio
Add SchemeGrowth of ₹1 Crore
NAFA - Emerging Bluechip
Phillip Capital - Signature India Portfolio
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.39%
3.08%
6 Months
5.71%
14.24%
1 Year
−0.97%
9.21%
3 Years
8.86%
8.31%
5 Years
14.20%
7.74%
Since Inception
14.76%
11.80%
Fund Age
10 yrs 5 mo
10 yrs 3 mo
AUM
₹447.76 Cr
₹251.07 Cr
Alpha – 1 Year
−2.83%
4.51%
Alpha – 3 Years
−3.22%
−2.91%
Information Ratio – 3 Years
0.04
-0.50
Volatility – 1 Year
24.79%
21.09%
Volatility – 3 Years
21.25%
15.86%
Beta – 1 Year
1.35
1.13
Beta – 3 Years
1.20
0.93
Sharpe Ratio – 1 Year
-0.14
0.27
Sharpe Ratio – 3 Years
0.31
0.26
Worst Rolling Year
-13.00%
-3.45%
Value at Worst Rolling Year
₹0.87 Cr
₹0.97 Cr
Deepest Drawdown
−26.06%
−19.63%
Recovery Period
Not yet recovered
469 days
1-Year Rolling Windows Positive
84.68%
97.82%
Median Rolling Year
19.56%
11.94%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 2% · M 12% · S 84%
L 30% · M 32% · S 34%
Number of Stocks
32
28
Portfolio P/E
33.69
55.43
Top 5 Holdings
Amagi Media Labs Ltd · 10.68%
Greenpanel Industries Ltd · 7.11%
CARE Ratings Ltd · 6.25%
Sona BLW Precision Forgings Ltd · 4.73%
KRBL Ltd · 4.06%
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
Information Technology · 17.58%
Financial Services · 15.44%
Consumer Durables · 15.24%
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)
1% / 0% / 0%
0% / 0% / 0%