Portfolio Management Services (PMS)Compare Schemes
Aditya Birla Sun Life (ABSL) - SSP vs Phillip Capital - Signature India Portfolio
Add SchemeGrowth of ₹1 Crore
Aditya Birla Sun Life (ABSL) - SSP
Phillip Capital - Signature India Portfolio
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.79%
3.08%
6 Months
10.53%
14.24%
1 Year
15.92%
9.21%
3 Years
22.93%
8.31%
5 Years
18.33%
7.74%
Since Inception
17.15%
11.80%
Fund Age
16 yrs 10 mo
10 yrs 3 mo
AUM
₹767.31 Cr
₹251.07 Cr
Alpha – 1 Year
11.20%
4.51%
Alpha – 3 Years
10.84%
−2.91%
Information Ratio – 3 Years
1.21
-0.50
Volatility – 1 Year
20.11%
21.09%
Volatility – 3 Years
18.00%
15.86%
Beta – 1 Year
1.06
1.13
Beta – 3 Years
1.03
0.93
Sharpe Ratio – 1 Year
0.57
0.27
Sharpe Ratio – 3 Years
0.95
0.26
Worst Rolling Year
-14.86%
-3.45%
Value at Worst Rolling Year
₹0.85 Cr
₹0.97 Cr
Deepest Drawdown
−20.27%
−19.63%
Recovery Period
94 days
469 days
1-Year Rolling Windows Positive
82.37%
97.82%
Median Rolling Year
23.49%
11.94%
5-Year Rolling Windows Positive
97.90%
100.00%
Market-Cap Mix
L 23% · M 38% · S 34%
L 30% · M 32% · S 34%
Number of Stocks
41
28
Portfolio P/E
36.67
55.43
Top 5 Holdings
BSE Ltd · 9.00%
Federal Bank Ltd · 5.53%
Lumax Industries Ltd · 5.48%
Persistent Systems Ltd · 5.29%
Cash & Cash Equivalent · 4.72%
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 · 23.82%
Capital Goods · 17.42%
Automobile and Auto Components · 11.87%
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)
2% / 1% / 0%
0% / 0% / 0%