Portfolio Management Services (PMS)Compare Schemes
Phillip Capital - Signature India Portfolio vs White Oak - India Pioneers Equity
Add SchemeGrowth of ₹1 Crore
Phillip Capital - Signature India Portfolio
White Oak - India Pioneers Equity
Return for the risk
3 yrs return
5%
10%
15%
Nifty 500 · 11.2%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
3.08%
3.26%
6 Months
14.24%
4.03%
1 Year
9.21%
0.70%
3 Years
8.31%
10.01%
5 Years
7.74%
8.40%
Since Inception
11.80%
14.84%
Fund Age
10 yrs 3 mo
7 yrs 10 mo
AUM
₹251.07 Cr
₹2,937.84 Cr
Alpha – 1 Year
4.51%
−2.28%
Alpha – 3 Years
−2.91%
−1.88%
Information Ratio – 3 Years
-0.50
-0.37
Volatility – 1 Year
21.09%
17.90%
Volatility – 3 Years
15.86%
14.65%
Beta – 1 Year
1.13
1.00
Beta – 3 Years
0.93
0.93
Sharpe Ratio – 1 Year
0.27
-0.18
Sharpe Ratio – 3 Years
0.26
0.35
Worst Rolling Year
-3.45%
7.25%
Value at Worst Rolling Year
₹0.97 Cr
₹1.07 Cr
Deepest Drawdown
−19.63%
−18.24%
Recovery Period
469 days
Not yet recovered
1-Year Rolling Windows Positive
97.82%
100.00%
Median Rolling Year
11.94%
15.22%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 30% · M 32% · S 34%
L 58% · M 15% · S 26%
Number of Stocks
28
71
Portfolio P/E
55.43
31.77
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%
ICICI Bank Ltd · 9.47%
HDFC Bank Ltd · 6.47%
Bharti Airtel Ltd · 4.87%
State Bank of India · 3.89%
Reliance Industries Ltd · 3.29%
Top Sectors
Financial Services · 15.55%
Healthcare · 12.76%
Capital Goods · 12.30%
Financial Services · 36.31%
Healthcare · 11.39%
Capital Goods · 6.47%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%