Portfolio Management Services (PMS)Compare Schemes
Phillip Capital - Signature India Portfolio vs SageOne - Smallcap Portfolio
Add SchemeGrowth of ₹1 Crore
Phillip Capital - Signature India Portfolio
SageOne - Smallcap 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%
0.91%
6 Months
14.24%
22.17%
1 Year
9.21%
13.49%
3 Years
8.31%
12.21%
5 Years
7.74%
11.23%
Since Inception
11.80%
22.14%
Fund Age
10 yrs 3 mo
7 yrs 4 mo
AUM
₹251.07 Cr
₹1,280.4 Cr
Alpha – 1 Year
4.51%
8.77%
Alpha – 3 Years
−2.91%
0.12%
Information Ratio – 3 Years
-0.50
0.01
Volatility – 1 Year
21.09%
24.60%
Volatility – 3 Years
15.86%
22.41%
Beta – 1 Year
1.13
1.20
Beta – 3 Years
0.93
1.15
Sharpe Ratio – 1 Year
0.27
0.41
Sharpe Ratio – 3 Years
0.26
0.39
Worst Rolling Year
-3.45%
4.49%
Value at Worst Rolling Year
₹0.97 Cr
₹1.04 Cr
Deepest Drawdown
−19.63%
−26.42%
Recovery Period
469 days
479 days
1-Year Rolling Windows Positive
97.82%
100.00%
Median Rolling Year
11.94%
19.05%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 30% · M 32% · S 34%
S 100%
Number of Stocks
28
18
Portfolio P/E
55.43
34.80
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%
SG Mart Ltd · 0.00%
EFC (I) Ltd · 0.00%
Goodluck India Ltd · 0.00%
Acutaas Chemicals Ltd · 0.00%
SG Finserve Ltd · 0.00%
Top Sectors
Financial Services · 15.55%
Healthcare · 12.76%
Capital Goods · 12.30%
Building Materials · 27.00%
Finance · 14.00%
Managed Spaces · 13.00%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
3% / 2% / 1%