Portfolio Management Services (PMS)Compare Schemes
Phillip Capital - Signature India Portfolio vs Sanctum Wealth - Indian Titans
Add SchemeGrowth of ₹1 Crore
Phillip Capital - Signature India Portfolio
Sanctum Wealth - Indian Titans
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%
1.73%
6 Months
14.24%
7.38%
1 Year
9.21%
6.08%
3 Years
8.31%
8.22%
5 Years
7.74%
7.99%
Since Inception
11.80%
12.63%
Fund Age
10 yrs 3 mo
9 yrs 9 mo
AUM
₹251.07 Cr
₹145.75 Cr
Alpha – 1 Year
4.51%
1.36%
Alpha – 3 Years
−2.91%
−3.87%
Information Ratio – 3 Years
-0.50
-0.60
Volatility – 1 Year
21.09%
20.08%
Volatility – 3 Years
15.86%
16.27%
Beta – 1 Year
1.13
1.12
Beta – 3 Years
0.93
1.00
Sharpe Ratio – 1 Year
0.27
0.13
Sharpe Ratio – 3 Years
0.26
0.24
Worst Rolling Year
-3.45%
-1.76%
Value at Worst Rolling Year
₹0.97 Cr
₹0.98 Cr
Deepest Drawdown
−19.63%
−19.25%
Recovery Period
469 days
Not yet recovered
1-Year Rolling Windows Positive
97.82%
98.75%
Median Rolling Year
11.94%
13.10%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 30% · M 32% · S 34%
L 62% · M 20% · S 7%
Number of Stocks
28
25
Portfolio P/E
55.43
—
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%
ICICI Bank Ltd · 7.20%
Divis Laboratories Ltd · 4.85%
Bajaj Finance Ltd · 4.43%
HDFC Bank Ltd · 4.13%
Solar Industries India Ltd · 4.07%
Top Sectors
Financial Services · 15.55%
Healthcare · 12.76%
Capital Goods · 12.30%
—
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%