Portfolio Management Services (PMS)Compare Schemes
ASK Life Portfolio vs Phillip Capital - Signature India Portfolio
Add SchemeGrowth of ₹1 Crore
ASK Life Portfolio
Phillip Capital - Signature India Portfolio
Return for the risk
3 yrs return
-5%
0%
5%
10%
15%
NIFTY 50 Total Return Index · 8.6%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.82%
3.08%
6 Months
−7.08%
14.24%
1 Year
−4.02%
9.21%
3 Years
1.10%
8.31%
5 Years
2.02%
7.74%
Since Inception
13.04%
11.80%
Fund Age
17 yrs 10 mo
10 yrs 3 mo
AUM
₹50.53 Cr
₹251.07 Cr
Alpha – 1 Year
−3.59%
4.51%
Alpha – 3 Years
−7.46%
−2.91%
Information Ratio – 3 Years
-1.28
-0.50
Volatility – 1 Year
16.65%
21.09%
Volatility – 3 Years
15.47%
15.86%
Beta – 1 Year
1.04
1.13
Beta – 3 Years
1.04
0.93
Sharpe Ratio – 1 Year
-0.49
0.27
Sharpe Ratio – 3 Years
-0.20
0.26
Worst Rolling Year
-4.00%
-3.45%
Value at Worst Rolling Year
₹0.96 Cr
₹0.97 Cr
Deepest Drawdown
−23.28%
−19.63%
Recovery Period
Not yet recovered
469 days
1-Year Rolling Windows Positive
97.78%
97.82%
Median Rolling Year
13.22%
11.94%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 74% · M 13% · S 9%
L 30% · M 32% · S 34%
Number of Stocks
15
28
Portfolio P/E
27.97
55.43
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%
Top Sectors
Financial Services · 36.35%
Construction · 10.24%
Capital Goods · 10.15%
Financial Services · 15.55%
Healthcare · 12.76%
Capital Goods · 12.30%
Fixed Fee
—
2.50% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
0% / 0% / 0%