Portfolio Management Services (PMS)Compare Schemes
Phillip Capital - Signature India Portfolio vs Piper Serica Advisors - Leader Portfolio
Add SchemeGrowth of ₹1 Crore
Phillip Capital - Signature India Portfolio
Piper Serica Advisors - Leader Portfolio
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 11.2%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
3.08%
3.10%
6 Months
14.24%
24.70%
1 Year
9.21%
21.80%
3 Years
8.31%
16.46%
5 Years
7.74%
12.29%
Since Inception
11.80%
17.31%
Fund Age
10 yrs 3 mo
7 yrs 2 mo
AUM
₹251.07 Cr
₹328.39 Cr
Alpha – 1 Year
4.51%
22.15%
Alpha – 3 Years
−2.91%
7.46%
Information Ratio – 3 Years
-0.50
1.55
Volatility – 1 Year
21.09%
22.56%
Volatility – 3 Years
15.86%
18.01%
Beta – 1 Year
1.13
1.10
Beta – 3 Years
0.93
0.98
Sharpe Ratio – 1 Year
0.27
0.85
Sharpe Ratio – 3 Years
0.26
1.07
Worst Rolling Year
-3.45%
7.49%
Value at Worst Rolling Year
₹0.97 Cr
₹1.07 Cr
Deepest Drawdown
−19.63%
−21.44%
Recovery Period
469 days
123 days
1-Year Rolling Windows Positive
97.82%
100.00%
Median Rolling Year
11.94%
17.12%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 30% · M 32% · S 34%
—
Number of Stocks
28
16
Portfolio P/E
55.43
—
Top 5 Holdings
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%
Cartrade Tech Ltd · 9.52%
Syrma SGS Technology Ltd · 8.27%
Fusion Finance Ltd · 8.07%
Senores Pharmaceuticals Ltd · 7.85%
Cash & Cash Equivalent · 6.18%
Top Sectors
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)
0% / 0% / 0%
2% / 1% / 1%