Portfolio Management Services (PMS)Compare Schemes
Phillip Capital - Signature India Portfolio vs Renaissance - Opportunities Portfolio
Add SchemeGrowth of ₹1 Crore
Phillip Capital - Signature India Portfolio
Renaissance - Opportunities Portfolio
Return for the risk
3 yrs return
5%
10%
15%
Nifty 500 · 11.2%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
3.08%
−0.04%
6 Months
14.24%
0.28%
1 Year
9.21%
2.14%
3 Years
8.31%
10.02%
5 Years
7.74%
13.15%
Since Inception
11.80%
11.46%
Fund Age
10 yrs 3 mo
8 yrs 7 mo
AUM
₹251.07 Cr
₹585.94 Cr
Alpha – 1 Year
4.51%
2.49%
Alpha – 3 Years
−2.91%
1.02%
Information Ratio – 3 Years
-0.50
0.18
Volatility – 1 Year
21.09%
16.38%
Volatility – 3 Years
15.86%
14.42%
Beta – 1 Year
1.13
1.00
Beta – 3 Years
0.93
0.96
Sharpe Ratio – 1 Year
0.27
-0.13
Sharpe Ratio – 3 Years
0.26
0.38
Worst Rolling Year
-3.45%
3.37%
Value at Worst Rolling Year
₹0.97 Cr
₹1.03 Cr
Deepest Drawdown
−19.63%
−17.04%
Recovery Period
469 days
Not yet recovered
1-Year Rolling Windows Positive
97.82%
100.00%
Median Rolling Year
11.94%
18.12%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 30% · M 32% · S 34%
L 65% · M 26% · S 8%
Number of Stocks
28
31
Portfolio P/E
55.43
22.71
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 · 8.67%
ICICI Bank Ltd · 6.31%
Infosys Ltd · 6.23%
Federal Bank Ltd · 4.97%
United Spirits Ltd · 4.92%
Top Sectors
Financial Services · 15.55%
Healthcare · 12.76%
Capital Goods · 12.30%
Financial Services · 35.61%
Information Technology · 14.90%
Consumer Services · 11.79%
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%