Portfolio Management Services (PMS)Compare Schemes
Phillip Capital - Signature India Portfolio vs Renaissance - Indianext Portfolio
Add SchemeGrowth of ₹1 Crore
Phillip Capital - Signature India Portfolio
Renaissance - Indianext 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%
2.69%
6 Months
14.24%
5.24%
1 Year
9.21%
2.85%
3 Years
8.31%
13.52%
5 Years
7.74%
17.79%
Since Inception
11.80%
13.89%
Fund Age
10 yrs 3 mo
8 yrs 4 mo
AUM
₹251.07 Cr
₹921.15 Cr
Alpha – 1 Year
4.51%
−1.87%
Alpha – 3 Years
−2.91%
1.43%
Information Ratio – 3 Years
-0.50
0.23
Volatility – 1 Year
21.09%
18.02%
Volatility – 3 Years
15.86%
16.70%
Beta – 1 Year
1.13
0.99
Beta – 3 Years
0.93
0.99
Sharpe Ratio – 1 Year
0.27
-0.03
Sharpe Ratio – 3 Years
0.26
0.54
Worst Rolling Year
-3.45%
-0.29%
Value at Worst Rolling Year
₹0.97 Cr
₹1.00 Cr
Deepest Drawdown
−19.63%
−22.85%
Recovery Period
469 days
Not yet recovered
1-Year Rolling Windows Positive
97.82%
99.64%
Median Rolling Year
11.94%
23.46%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 30% · M 32% · S 34%
L 34% · M 28% · S 35%
Number of Stocks
28
35
Portfolio P/E
55.43
24.73
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%
HDFC Bank Ltd · 7.09%
Federal Bank Ltd · 5.30%
City Union Bank Ltd · 4.71%
One 97 Communications Ltd · 4.56%
Mahindra & Mahindra Financial Services Ltd · 4.47%
Top Sectors
Financial Services · 15.55%
Healthcare · 12.76%
Capital Goods · 12.30%
Financial Services · 35.13%
Information Technology · 15.47%
Automobile and Auto Components · 10.10%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
1% / 1% / 0%