Portfolio Management Services (PMS)Compare Schemes
PGIM India - Phoenix Portfolio vs Phillip Capital - Signature India Portfolio
Add SchemeGrowth of ₹1 Crore
PGIM India - Phoenix Portfolio
Phillip Capital - Signature India Portfolio
Return for the risk
3 yrs return
5%
10%
15%
NIFTY 50 Total Return Index · 9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
3.66%
3.08%
6 Months
18.51%
14.24%
1 Year
2.32%
9.21%
3 Years
8.56%
8.31%
5 Years
13.23%
7.74%
Since Inception
12.52%
11.80%
Fund Age
10 yrs
10 yrs 3 mo
AUM
₹60.22 Cr
₹251.07 Cr
Alpha – 1 Year
2.67%
4.51%
Alpha – 3 Years
−0.44%
−2.91%
Information Ratio – 3 Years
-0.03
-0.50
Volatility – 1 Year
27.56%
21.09%
Volatility – 3 Years
21.93%
15.86%
Beta – 1 Year
1.33
1.13
Beta – 3 Years
1.17
0.93
Sharpe Ratio – 1 Year
0.01
0.27
Sharpe Ratio – 3 Years
0.24
0.26
Worst Rolling Year
-13.90%
-3.45%
Value at Worst Rolling Year
₹0.86 Cr
₹0.97 Cr
Deepest Drawdown
−31.68%
−19.63%
Recovery Period
Not yet recovered
469 days
1-Year Rolling Windows Positive
85.20%
97.82%
Median Rolling Year
15.12%
11.94%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
M 3% · S 93%
L 30% · M 32% · S 34%
Number of Stocks
26
28
Portfolio P/E
25.30
55.43
Top 5 Holdings
Electronics Mart India Ltd · 4.99%
Gokaldas Exports Ltd · 4.97%
Cartrade Tech Ltd · 4.91%
Power Mech Projects Ltd · 4.75%
Sai Life Sciences Ltd · 4.50%
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 · 18.77%
Financial Services · 14.27%
Consumer Services · 9.90%
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)
3% / 2% / 1%
0% / 0% / 0%