Portfolio Management Services (PMS)Compare Schemes
Phillip Capital - Signature India Portfolio vs Sundaram Alternate - SELF
Add SchemeGrowth of ₹1 Crore
Phillip Capital - Signature India Portfolio
Sundaram Alternate - SELF
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
Nifty 500 · 11.2%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
3.08%
7.67%
6 Months
14.24%
27.70%
1 Year
9.21%
47.52%
3 Years
8.31%
23.98%
5 Years
7.74%
15.87%
Since Inception
11.80%
18.55%
Fund Age
10 yrs 3 mo
16 yrs 2 mo
AUM
₹251.07 Cr
₹1,022.92 Cr
Alpha – 1 Year
4.51%
42.80%
Alpha – 3 Years
−2.91%
11.89%
Information Ratio – 3 Years
-0.50
1.12
Volatility – 1 Year
21.09%
28.29%
Volatility – 3 Years
15.86%
20.76%
Beta – 1 Year
1.13
1.36
Beta – 3 Years
0.93
1.07
Sharpe Ratio – 1 Year
0.27
1.33
Sharpe Ratio – 3 Years
0.26
0.99
Worst Rolling Year
-3.45%
-4.58%
Value at Worst Rolling Year
₹0.97 Cr
₹0.95 Cr
Deepest Drawdown
−19.63%
−19.51%
Recovery Period
469 days
115 days
1-Year Rolling Windows Positive
97.82%
97.86%
Median Rolling Year
11.94%
18.35%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 30% · M 32% · S 34%
L 22% · M 32% · S 42%
Number of Stocks
28
26
Portfolio P/E
55.43
50.74
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 · 7.13%
MTAR Technologies Ltd · 6.16%
Bharat Heavy Electricals Ltd · 5.50%
Acutaas Chemicals Ltd · 5.03%
KEI Industries Ltd · 4.81%
Top Sectors
Financial Services · 15.55%
Healthcare · 12.76%
Capital Goods · 12.30%
Capital Goods · 33.61%
Financial Services · 28.27%
Healthcare · 13.73%
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%