Portfolio Management Services (PMS)Compare Schemes
Phillip Capital - Signature India Portfolio vs Turtle Wealth - Profit Mantra
Add SchemeGrowth of ₹1 Crore
Phillip Capital - Signature India Portfolio
Turtle Wealth - Profit Mantra
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 11.2%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
3.08%
7.48%
6 Months
14.24%
9.42%
1 Year
9.21%
28.25%
3 Years
8.31%
18.47%
5 Years
7.74%
21.31%
Since Inception
11.80%
21.69%
Fund Age
10 yrs 3 mo
5 yrs
AUM
₹251.07 Cr
₹79.02 Cr
Alpha – 1 Year
4.51%
23.53%
Alpha – 3 Years
−2.91%
6.38%
Information Ratio – 3 Years
-0.50
0.27
Volatility – 1 Year
21.09%
18.12%
Volatility – 3 Years
15.86%
27.25%
Beta – 1 Year
1.13
0.87
Beta – 3 Years
0.93
0.86
Sharpe Ratio – 1 Year
0.27
1.18
Sharpe Ratio – 3 Years
0.26
0.56
Worst Rolling Year
-3.45%
15.67%
Value at Worst Rolling Year
₹0.97 Cr
₹1.16 Cr
Deepest Drawdown
−19.63%
−30.64%
Recovery Period
469 days
114 days
1-Year Rolling Windows Positive
97.82%
100.00%
Median Rolling Year
11.94%
25.67%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 30% · M 32% · S 34%
L 10% · M 9% · S 69%
Number of Stocks
28
34
Portfolio P/E
55.43
57.02
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%
Cash & Cash Equivalent · 17.12%
R R Kabel Ltd · 4.40%
Rubicon Research Ltd · 4.35%
Acutaas Chemicals Ltd · 4.12%
SPR Auto Technologies Ltd · 4.07%
Top Sectors
Financial Services · 15.55%
Healthcare · 12.76%
Capital Goods · 12.30%
Capital Goods · 29.11%
Healthcare · 27.12%
Financial Services · 8.67%
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%