Portfolio Management Services (PMS)Compare Schemes
Phillip Capital - Signature India Portfolio vs Quest Investment Managers – Flagship
Add SchemeGrowth of ₹1 Crore
Phillip Capital - Signature India Portfolio
Quest Investment Managers – Flagship
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%
6.42%
6 Months
14.24%
15.63%
1 Year
9.21%
0.27%
3 Years
8.31%
12.69%
5 Years
7.74%
8.81%
Since Inception
11.80%
15.48%
Fund Age
10 yrs 3 mo
18 yrs 10 mo
AUM
₹251.07 Cr
₹406.27 Cr
Alpha – 1 Year
4.51%
−4.45%
Alpha – 3 Years
−2.91%
0.61%
Information Ratio – 3 Years
-0.50
0.21
Volatility – 1 Year
21.09%
22.89%
Volatility – 3 Years
15.86%
19.09%
Beta – 1 Year
1.13
1.13
Beta – 3 Years
0.93
1.05
Sharpe Ratio – 1 Year
0.27
-0.11
Sharpe Ratio – 3 Years
0.26
0.45
Worst Rolling Year
-3.45%
-10.83%
Value at Worst Rolling Year
₹0.97 Cr
₹0.89 Cr
Deepest Drawdown
−19.63%
−31.17%
Recovery Period
469 days
Not yet recovered
1-Year Rolling Windows Positive
97.82%
91.19%
Median Rolling Year
11.94%
17.32%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 30% · M 32% · S 34%
L 28% · M 26% · S 45%
Number of Stocks
28
29
Portfolio P/E
55.43
38.78
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%
Eternal Ltd · 7.83%
Piramal Pharma Ltd · 7.40%
Viyash Scientific Ltd · 6.22%
Coforge Ltd · 6.21%
Samhi Hotels Ltd · 4.95%
Top Sectors
Financial Services · 15.55%
Healthcare · 12.76%
Capital Goods · 12.30%
Consumer Services · 22.99%
Financial Services · 16.79%
Healthcare · 16.78%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
1% / 0% / 0%