Portfolio Management Services (PMS)Compare Schemes
Phillip Capital - Signature India Portfolio vs Profusion Multi Strategy PMS
Add SchemeGrowth of ₹1 Crore
Phillip Capital - Signature India Portfolio
Profusion Multi Strategy PMS
Return for the risk
3 yrs return
5%
10%
15%
Nifty 500 · 11.2%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
3.08%
0.32%
6 Months
14.24%
4.47%
1 Year
9.21%
−9.70%
3 Years
8.31%
—
5 Years
7.74%
—
Since Inception
11.80%
13.40%
Fund Age
10 yrs 3 mo
2 yrs 8 mo
AUM
₹251.07 Cr
₹11.72 Cr
Alpha – 1 Year
4.51%
−4.20%
Alpha – 3 Years
−2.91%
—
Information Ratio – 3 Years
-0.50
—
Volatility – 1 Year
21.09%
9.16%
Volatility – 3 Years
15.86%
—
Beta – 1 Year
1.13
0.51
Beta – 3 Years
0.93
—
Sharpe Ratio – 1 Year
0.27
-1.67
Sharpe Ratio – 3 Years
0.26
—
Worst Rolling Year
-3.45%
—
Value at Worst Rolling Year
₹0.97 Cr
—
Deepest Drawdown
−19.63%
−14.15%
Recovery Period
469 days
Not yet recovered
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%
L 17% · M 21% · S 9%
Number of Stocks
28
—
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%
Grasim Industries Ltd · 5.70%
Karnataka Bank Ltd · 4.60%
Mahindra & Mahindra Ltd · 4.50%
Piramal Enterprises Limited · 3.80%
Karur Vysya Bank Ltd · 3.80%
Top Sectors
Financial Services · 15.55%
Healthcare · 12.76%
Capital Goods · 12.30%
Financial Services · 14.50%
Construction Materials · 7.40%
Automobile and Auto Components · 4.50%
Fixed Fee
2.50% / yr
1.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%