Portfolio Management Services (PMS)Compare Schemes
Phillip Capital - Signature India Portfolio vs ValueQuest - Platinum
Add SchemeGrowth of ₹1 Crore
Phillip Capital - Signature India Portfolio
ValueQuest - Platinum
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 11.2%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
3.08%
2.62%
6 Months
14.24%
20.31%
1 Year
9.21%
5.50%
3 Years
8.31%
14.22%
5 Years
7.74%
16.13%
Since Inception
11.80%
18.70%
Fund Age
10 yrs 3 mo
9 yrs 8 mo
AUM
₹251.07 Cr
₹3,491.64 Cr
Alpha – 1 Year
4.51%
2.52%
Alpha – 3 Years
−2.91%
2.33%
Information Ratio – 3 Years
-0.50
0.19
Volatility – 1 Year
21.09%
25.24%
Volatility – 3 Years
15.86%
21.26%
Beta – 1 Year
1.13
1.29
Beta – 3 Years
0.93
1.17
Sharpe Ratio – 1 Year
0.27
0.11
Sharpe Ratio – 3 Years
0.26
0.48
Worst Rolling Year
-3.45%
-9.34%
Value at Worst Rolling Year
₹0.97 Cr
₹0.91 Cr
Deepest Drawdown
−19.63%
−6.25%
Recovery Period
469 days
13 days
1-Year Rolling Windows Positive
97.82%
93.29%
Median Rolling Year
11.94%
15.30%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 30% · M 32% · S 34%
L 23% · M 15% · S 57%
Number of Stocks
28
30
Portfolio P/E
55.43
—
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%
Inventurus Knowledge Solutions Ltd
Cholamandalam Investment & Finance Company Ltd
Concord Biotech Ltd
Tenneco Clean Air India Ltd
Hindustan Aeronautics Ltd
Top Sectors
Financial Services · 15.55%
Healthcare · 12.76%
Capital Goods · 12.30%
—
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
1% / 1% / 1%