Portfolio Management Services (PMS)Compare Schemes
Phillip Capital - Signature India Portfolio vs Renaissance - Midcap Portfolio
Add SchemeGrowth of ₹1 Crore
Phillip Capital - Signature India Portfolio
Renaissance - Midcap Portfolio
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%
3.30%
6 Months
14.24%
9.86%
1 Year
9.21%
0.86%
3 Years
8.31%
8.29%
5 Years
7.74%
15.11%
Since Inception
11.80%
11.40%
Fund Age
10 yrs 3 mo
8 yrs 7 mo
AUM
₹251.07 Cr
₹119.22 Cr
Alpha – 1 Year
4.51%
1.21%
Alpha – 3 Years
−2.91%
−0.71%
Information Ratio – 3 Years
-0.50
-0.05
Volatility – 1 Year
21.09%
21.27%
Volatility – 3 Years
15.86%
19.22%
Beta – 1 Year
1.13
1.20
Beta – 3 Years
0.93
1.19
Sharpe Ratio – 1 Year
0.27
-0.10
Sharpe Ratio – 3 Years
0.26
0.25
Worst Rolling Year
-3.45%
0.71%
Value at Worst Rolling Year
₹0.97 Cr
₹1.01 Cr
Deepest Drawdown
−19.63%
−29.07%
Recovery Period
469 days
Not yet recovered
1-Year Rolling Windows Positive
97.82%
99.76%
Median Rolling Year
11.94%
19.48%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 30% · M 32% · S 34%
L 2% · M 52% · S 44%
Number of Stocks
28
33
Portfolio P/E
55.43
31.12
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%
Federal Bank Ltd · 5.56%
Gland Pharma Ltd · 5.47%
One 97 Communications Ltd · 5.31%
Coforge Ltd · 5.20%
Mahindra & Mahindra Financial Services Ltd · 4.96%
Top Sectors
Financial Services · 15.55%
Healthcare · 12.76%
Capital Goods · 12.30%
Financial Services · 30.58%
Information Technology · 20.15%
Consumer Services · 14.04%
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%