Portfolio Management Services (PMS)Compare Schemes
Nippon - High Conviction Equity - HCEP vs Phillip Capital - Signature India Portfolio
Add SchemeGrowth of ₹1 Crore
Nippon - High Conviction Equity - HCEP
Phillip Capital - Signature India Portfolio
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 12.1%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
3.27%
3.08%
6 Months
6.66%
14.24%
1 Year
7.95%
9.21%
3 Years
14.01%
8.31%
5 Years
12.40%
7.74%
Since Inception
16.07%
11.80%
Fund Age
12 yrs 5 mo
10 yrs 3 mo
AUM
₹27.98 Cr
₹251.07 Cr
Alpha – 1 Year
3.23%
4.51%
Alpha – 3 Years
1.92%
−2.91%
Information Ratio – 3 Years
0.55
-0.50
Volatility – 1 Year
16.42%
21.09%
Volatility – 3 Years
14.36%
15.86%
Beta – 1 Year
0.92
1.13
Beta – 3 Years
0.91
0.93
Sharpe Ratio – 1 Year
0.15
0.27
Sharpe Ratio – 3 Years
0.63
0.26
Worst Rolling Year
-4.39%
-3.45%
Value at Worst Rolling Year
₹0.96 Cr
₹0.97 Cr
Deepest Drawdown
−17.36%
−19.63%
Recovery Period
532 days
469 days
1-Year Rolling Windows Positive
97.43%
97.82%
Median Rolling Year
15.67%
11.94%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 25% · M 6% · S 37%
L 30% · M 32% · S 34%
Number of Stocks
30
28
Portfolio P/E
29.90
55.43
Top 5 Holdings
Other Equity · 23.87%
Cash & Cash Equivalent · 8.88%
Titan Company Ltd · 4.90%
ICICI Bank Ltd · 4.04%
Neuland Laboratories Ltd · 3.20%
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 · 26.05%
Healthcare · 7.72%
Oil, Gas & Consumable Fuels · 5.34%
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%