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Phillip Capital - Signature India Portfolio vs Prime Vision Growth

Phillip Capital - Signature India Portfolio

Prime Vision Growth

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Growth of ₹1 Crore

Phillip Capital - Signature India Portfolio

Prime Vision Growth

Return for the risk

3 yrs return

10%

15%

Nifty 500 · 11.2%

Phillip Capital - Signature India Portfolio

8.3% • vol 15.9%

10%

20%

30%

Volatility • 3 yrs deviation

1 Month

3.08%

1.41%

6 Months

14.24%

0.61%

1 Year

9.21%

—

3 Years

8.31%

—

5 Years

7.74%

—

Since Inception

11.80%

3.78%

Fund Age

10 yrs 3 mo

10 mo

AUM

₹251.07 Cr

₹22.34 Cr

Alpha – 1 Year

4.51%

—

Alpha – 3 Years

−2.91%

—

Information Ratio – 3 Years

-0.50

—

Volatility – 1 Year

21.09%

—

Volatility – 3 Years

15.86%

—

Beta – 1 Year

1.13

—

Beta – 3 Years

0.93

—

Sharpe Ratio – 1 Year

0.27

—

Sharpe Ratio – 3 Years

0.26

—

Worst Rolling Year

-3.45%

—

Value at Worst Rolling Year

₹0.97 Cr

—

Deepest Drawdown

−19.63%

—

Recovery Period

469 days

—

1-Year Rolling Windows Positive

97.82%

—

Median Rolling Year

11.94%

—

5-Year Rolling Windows Positive

100.00%

—

Market-Cap Mix

L 30% · M 32% · S 34%

—

Number of Stocks

—

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%

—

Top Sectors

Financial Services · 15.55%

Healthcare · 12.76%

Capital Goods · 12.30%

—

Fixed Fee

2.50% / yr

0.80% / yr

Performance Fee / Plan

Fixed Plan

Exit Load (Y1 / Y2 / Y3)

0% / 0% / 0%

1% / 0.5% / –

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