Portfolio Management Services (PMS)Compare Schemes
Phillip Capital - Signature India Portfolio vs Sundaram Alternate - Rising Stars
Add SchemeGrowth of ₹1 Crore
Phillip Capital - Signature India Portfolio
Sundaram Alternate - Rising Stars
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%
7.03%
6 Months
14.24%
31.10%
1 Year
9.21%
52.47%
3 Years
8.31%
17.74%
5 Years
7.74%
16.38%
Since Inception
11.80%
15.58%
Fund Age
10 yrs 3 mo
16 yrs 9 mo
AUM
₹251.07 Cr
₹132.42 Cr
Alpha – 1 Year
4.51%
47.75%
Alpha – 3 Years
−2.91%
5.65%
Information Ratio – 3 Years
-0.50
0.46
Volatility – 1 Year
21.09%
26.74%
Volatility – 3 Years
15.86%
21.32%
Beta – 1 Year
1.13
1.30
Beta – 3 Years
0.93
0.97
Sharpe Ratio – 1 Year
0.27
1.52
Sharpe Ratio – 3 Years
0.26
0.68
Worst Rolling Year
-3.45%
-15.93%
Value at Worst Rolling Year
₹0.97 Cr
₹0.84 Cr
Deepest Drawdown
−19.63%
−20.79%
Recovery Period
469 days
134 days
1-Year Rolling Windows Positive
97.82%
89.14%
Median Rolling Year
11.94%
15.32%
5-Year Rolling Windows Positive
100.00%
96.48%
Market-Cap Mix
L 30% · M 32% · S 34%
M 9% · S 83%
Number of Stocks
28
26
Portfolio P/E
55.43
31.63
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%
TD Power Systems Ltd · 7.04%
Acutaas Chemicals Ltd · 6.37%
Ujjivan Small Finance Bank Ltd · 5.90%
MTAR Technologies Ltd · 5.67%
Karur Vysya Bank Ltd · 5.60%
Top Sectors
Financial Services · 15.55%
Healthcare · 12.76%
Capital Goods · 12.30%
Financial Services · 28.90%
Capital Goods · 23.57%
Healthcare · 21.13%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
1% / 0% / 0%