Portfolio Management Services (PMS)Compare Schemes
Phillip Capital - Signature India Portfolio vs Unifi Blended - Rangoli
Add SchemeGrowth of ₹1 Crore
Phillip Capital - Signature India Portfolio
Unifi Blended - Rangoli
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%
3.17%
6 Months
14.24%
10.91%
1 Year
9.21%
10.45%
3 Years
8.31%
10.60%
5 Years
7.74%
10.74%
Since Inception
11.80%
18.07%
Fund Age
10 yrs 3 mo
9 yrs 2 mo
AUM
₹251.07 Cr
₹11,464.61 Cr
Alpha – 1 Year
4.51%
5.73%
Alpha – 3 Years
−2.91%
−1.49%
Information Ratio – 3 Years
-0.50
-0.11
Volatility – 1 Year
21.09%
18.78%
Volatility – 3 Years
15.86%
16.83%
Beta – 1 Year
1.13
1.04
Beta – 3 Years
0.93
1.02
Sharpe Ratio – 1 Year
0.27
0.34
Sharpe Ratio – 3 Years
0.26
0.37
Worst Rolling Year
-3.45%
4.89%
Value at Worst Rolling Year
₹0.97 Cr
₹1.05 Cr
Deepest Drawdown
−19.63%
−19.94%
Recovery Period
469 days
153 days
1-Year Rolling Windows Positive
97.82%
100.00%
Median Rolling Year
11.94%
19.21%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 30% · M 32% · S 34%
L 24% · M 11% · S 66%
Number of Stocks
28
—
Portfolio P/E
55.43
21.80
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%
Redington Ltd
Narayana Hrudayalaya Ltd
Bank of Baroda
Mahindra & Mahindra Ltd
Sagility Ltd
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%
0% / 0% / 0%