Portfolio Management Services (PMS)Compare Schemes
Phillip Capital - Signature India Portfolio vs Wealth Managers - Focused Leadership Portfolio
Add SchemeGrowth of ₹1 Crore
Phillip Capital - Signature India Portfolio
Wealth Managers - Focused Leadership Portfolio
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%
4.79%
6 Months
14.24%
13.10%
1 Year
9.21%
18.11%
3 Years
8.31%
14.56%
5 Years
7.74%
8.71%
Since Inception
11.80%
13.67%
Fund Age
10 yrs 3 mo
11 yrs 2 mo
AUM
₹251.07 Cr
₹138.06 Cr
Alpha – 1 Year
4.51%
18.46%
Alpha – 3 Years
−2.91%
5.57%
Information Ratio – 3 Years
-0.50
0.62
Volatility – 1 Year
21.09%
22.83%
Volatility – 3 Years
15.86%
16.72%
Beta – 1 Year
1.13
1.29
Beta – 3 Years
0.93
1.00
Sharpe Ratio – 1 Year
0.27
0.61
Sharpe Ratio – 3 Years
0.26
0.55
Worst Rolling Year
-3.45%
-8.44%
Value at Worst Rolling Year
₹0.97 Cr
₹0.92 Cr
Deepest Drawdown
−19.63%
−17.10%
Recovery Period
469 days
115 days
1-Year Rolling Windows Positive
97.82%
92.53%
Median Rolling Year
11.94%
13.06%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 30% · M 32% · S 34%
L 38% · M 14% · S 45%
Number of Stocks
28
18
Portfolio P/E
55.43
38.70
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%
Laurus Labs Ltd · 8.84%
State Bank of India · 8.57%
HDFC Bank Ltd · 7.72%
Bajaj Finance Ltd · 7.61%
Manorama Industries Ltd · 6.88%
Top Sectors
Financial Services · 15.55%
Healthcare · 12.76%
Capital Goods · 12.30%
Financial Services · 34.00%
Capital Goods · 20.95%
Fast Moving Consumer Goods · 19.35%
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
2% of profit
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%