Portfolio Management Services (PMS)Compare Schemes
Phillip Capital - Signature India Portfolio vs Stallion Asset - Core Fund
Add SchemeGrowth of ₹1 Crore
Phillip Capital - Signature India Portfolio
Stallion Asset - Core Fund
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
35%
40%
Nifty 500 · 11.2%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
3.08%
3.93%
6 Months
14.24%
25.32%
1 Year
9.21%
18.21%
3 Years
8.31%
32.70%
5 Years
7.74%
23.63%
Since Inception
11.80%
28.38%
Fund Age
10 yrs 3 mo
7 yrs 10 mo
AUM
₹251.07 Cr
₹8,686.39 Cr
Alpha – 1 Year
4.51%
13.49%
Alpha – 3 Years
−2.91%
20.61%
Information Ratio – 3 Years
-0.50
1.92
Volatility – 1 Year
21.09%
22.97%
Volatility – 3 Years
15.86%
19.40%
Beta – 1 Year
1.13
1.12
Beta – 3 Years
0.93
0.98
Sharpe Ratio – 1 Year
0.27
0.61
Sharpe Ratio – 3 Years
0.26
1.30
Worst Rolling Year
-3.45%
17.00%
Value at Worst Rolling Year
₹0.97 Cr
₹1.17 Cr
Deepest Drawdown
−19.63%
−22.23%
Recovery Period
469 days
227 days
1-Year Rolling Windows Positive
97.82%
100.00%
Median Rolling Year
11.94%
30.47%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 30% · M 32% · S 34%
L 37% · M 30% · S 25%
Number of Stocks
28
43
Portfolio P/E
55.43
62.25
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%
Eternal Ltd
HFCL Ltd
BSE Ltd
Kalyan Jewellers India Ltd
Apollo Hospitals Enterprise Ltd
Top Sectors
Financial Services · 15.55%
Healthcare · 12.76%
Capital Goods · 12.30%
Consumer Services · 21.77%
Financial Services · 13.46%
Capital Goods · 9.54%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
2% / 0% / 0%