Portfolio Management Services (PMS)Compare Schemes
Phillip Capital - Signature India Portfolio vs Tenet Portfolio (previously known as ABC Equity Portfolio)
Phillip Capital - Signature India Portfolio
Tenet Portfolio (previously known as ABC Equity Portfolio)
Add SchemeGrowth of ₹1 Crore
Phillip Capital - Signature India Portfolio
Tenet Portfolio (previously known as ABC Equity Portfolio)
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%
−0.27%
6 Months
14.24%
−1.47%
1 Year
9.21%
6.66%
3 Years
8.31%
11.29%
5 Years
7.74%
13.68%
Since Inception
11.80%
15.03%
Fund Age
10 yrs 3 mo
5 yrs 7 mo
AUM
₹251.07 Cr
₹138.83 Cr
Alpha – 1 Year
4.51%
7.01%
Alpha – 3 Years
−2.91%
2.30%
Information Ratio – 3 Years
-0.50
0.23
Volatility – 1 Year
21.09%
16.50%
Volatility – 3 Years
15.86%
16.10%
Beta – 1 Year
1.13
0.93
Beta – 3 Years
0.93
0.99
Sharpe Ratio – 1 Year
0.27
0.15
Sharpe Ratio – 3 Years
0.26
0.41
Worst Rolling Year
-3.45%
11.25%
Value at Worst Rolling Year
₹0.97 Cr
₹1.11 Cr
Deepest Drawdown
−19.63%
−21.42%
Recovery Period
469 days
Not yet recovered
1-Year Rolling Windows Positive
97.82%
100.00%
Median Rolling Year
11.94%
17.75%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 30% · M 32% · S 34%
—
Number of Stocks
28
18
Portfolio P/E
55.43
32.00
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%
Other Equities · 51.02%
Cash & Cash Equivalent · 10.12%
Reliance Industries Ltd · 7.98%
DLF Ltd · 7.90%
Larsen & Toubro Ltd · 7.74%
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%
3% / 2% / 1%