Portfolio Management Services (PMS)Compare Schemes
Phillip Capital - Signature India Portfolio vs Silver Arch - India Equity Portfolio
Add SchemeGrowth of ₹1 Crore
Phillip Capital - Signature India Portfolio
Silver Arch - India Equity Portfolio
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 11.2%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
3.08%
6.91%
6 Months
14.24%
15.63%
1 Year
9.21%
20.01%
3 Years
8.31%
17.10%
5 Years
7.74%
15.64%
Since Inception
11.80%
13.05%
Fund Age
10 yrs 3 mo
8 yrs 11 mo
AUM
₹251.07 Cr
₹46.46 Cr
Alpha – 1 Year
4.51%
15.29%
Alpha – 3 Years
−2.91%
5.01%
Information Ratio – 3 Years
-0.50
0.88
Volatility – 1 Year
21.09%
20.61%
Volatility – 3 Years
15.86%
19.98%
Beta – 1 Year
1.13
0.94
Beta – 3 Years
0.93
1.02
Sharpe Ratio – 1 Year
0.27
0.73
Sharpe Ratio – 3 Years
0.26
0.85
Worst Rolling Year
-3.45%
-3.76%
Value at Worst Rolling Year
₹0.97 Cr
₹0.96 Cr
Deepest Drawdown
−19.63%
−27.72%
Recovery Period
469 days
476 days
1-Year Rolling Windows Positive
97.82%
93.14%
Median Rolling Year
11.94%
19.74%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 30% · M 32% · S 34%
L 27% · M 34% · S 33%
Number of Stocks
28
25
Portfolio P/E
55.43
41.42
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%
Bharat Electronics Ltd · 6.50%
Bharat Heavy Electricals Ltd · 6.00%
Multi Commodity Exchange of India Ltd · 5.50%
Cash & Cash Equivalent · 5.00%
Muthoot Finance Ltd · 5.00%
Top Sectors
Financial Services · 15.55%
Healthcare · 12.76%
Capital Goods · 12.30%
Capital Goods · 35.00%
Financial Services · 21.00%
Metals & Mining · 18.50%
Fixed Fee
2.50% / yr
1.00% / yr
Performance Fee / Plan
Fixed Plan
10% of profit
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%