Portfolio Management Services (PMS)Compare Schemes
Abans Growth and Momentum vs Phillip Capital - Signature India Portfolio
Add SchemeGrowth of ₹1 Crore
Abans Growth and Momentum
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
2.46%
3.08%
6 Months
7.53%
14.24%
1 Year
10.69%
9.21%
3 Years
9.96%
8.31%
5 Years
10.97%
7.74%
Since Inception
20.53%
11.80%
Fund Age
14 yrs 7 mo
10 yrs 3 mo
AUM
₹132.39 Cr
₹251.07 Cr
Alpha – 1 Year
5.97%
4.51%
Alpha – 3 Years
−2.13%
−2.91%
Information Ratio – 3 Years
-0.28
-0.50
Volatility – 1 Year
20.88%
21.09%
Volatility – 3 Years
19.08%
15.86%
Beta – 1 Year
1.15
1.13
Beta – 3 Years
1.12
0.93
Sharpe Ratio – 1 Year
0.34
0.27
Sharpe Ratio – 3 Years
0.32
0.26
Worst Rolling Year
-4.87%
-3.45%
Value at Worst Rolling Year
₹0.95 Cr
₹0.97 Cr
Deepest Drawdown
−22.42%
−19.63%
Recovery Period
Not yet recovered
469 days
1-Year Rolling Windows Positive
96.43%
97.82%
Median Rolling Year
20.05%
11.94%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 47% · M 22% · S 18%
L 30% · M 32% · S 34%
Number of Stocks
23
28
Portfolio P/E
60.38
55.43
Top 5 Holdings
Bajaj Finance Ltd · 7.00%
Piramal Finance Ltd · 7.00%
Shriram Finance Ltd · 7.00%
ICICI Bank Ltd · 6.00%
Apollo Hospitals Enterprise Ltd · 5.00%
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 · 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%
0% / 0% / 0%