Portfolio Management Services (PMS)Compare Schemes
Abakkus - Emerging Opportunities vs Phillip Capital - Signature India Portfolio
Add SchemeGrowth of ₹1 Crore
Abakkus - Emerging Opportunities
Phillip Capital - Signature India Portfolio
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
3.04%
3.08%
6 Months
10.82%
14.24%
1 Year
8.67%
9.21%
3 Years
13.08%
8.31%
5 Years
15.51%
7.74%
Since Inception
26.40%
11.80%
Fund Age
6 yrs
10 yrs 3 mo
AUM
₹5,996.39 Cr
₹251.07 Cr
Alpha – 1 Year
3.95%
4.51%
Alpha – 3 Years
0.99%
−2.91%
Information Ratio – 3 Years
0.24
-0.50
Volatility – 1 Year
22.00%
21.09%
Volatility – 3 Years
18.61%
15.86%
Beta – 1 Year
1.19
1.13
Beta – 3 Years
1.02
0.93
Sharpe Ratio – 1 Year
0.24
0.27
Sharpe Ratio – 3 Years
0.55
0.26
Worst Rolling Year
12.98%
-3.45%
Value at Worst Rolling Year
₹1.13 Cr
₹0.97 Cr
Deepest Drawdown
−22.98%
−19.63%
Recovery Period
Not yet recovered
469 days
1-Year Rolling Windows Positive
100.00%
97.82%
Median Rolling Year
24.54%
11.94%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 8% · M 29% · S 55%
L 30% · M 32% · S 34%
Number of Stocks
30
28
Portfolio P/E
25.07
55.43
Top 5 Holdings
Federal Bank Ltd
IIFL Finance Ltd
Sarda Energy & Minerals Ltd
PNB Housing Finance Ltd
Axis Bank Ltd
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%
Top Sectors
Financial Services · 35.07%
Capital Goods · 12.55%
Healthcare · 9.29%
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)
1.5% / 0% / 0%
0% / 0% / 0%