Portfolio Management Services (PMS)Compare Schemes
Amaltas Keystone Fund vs ASK Life Portfolio
Add SchemeGrowth of ₹1 Crore
Amaltas Keystone Fund
ASK Life Portfolio
Return for the risk
3 yrs return
-5%
0%
5%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
5.65%
2.82%
6 Months
52.84%
−7.08%
1 Year
44.79%
−4.02%
3 Years
—
1.10%
5 Years
—
2.02%
Since Inception
24.04%
13.04%
Fund Age
19 mo
17 yrs 10 mo
AUM
₹65.12 Cr
₹50.53 Cr
Alpha – 1 Year
40.07%
−3.59%
Alpha – 3 Years
—
−7.46%
Information Ratio – 3 Years
—
-1.28
Volatility – 1 Year
32.99%
16.65%
Volatility – 3 Years
—
15.47%
Beta – 1 Year
1.48
1.04
Beta – 3 Years
—
1.04
Sharpe Ratio – 1 Year
1.12
-0.49
Sharpe Ratio – 3 Years
—
-0.20
Worst Rolling Year
—
-4.00%
Value at Worst Rolling Year
—
₹0.96 Cr
Deepest Drawdown
−15.77%
−23.28%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
97.78%
Median Rolling Year
—
13.22%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
—
L 74% · M 13% · S 9%
Number of Stocks
—
15
Portfolio P/E
—
27.97
Top 5 Holdings
Piramal Enterprises Limited · 0.00%
CARE Ratings Ltd · 0.00%
Sterlite Technologies Ltd · 0.00%
Muthoot Microfin Ltd · 0.00%
Bodal Chemicals Ltd · 0.00%
—
Top Sectors
—
Financial Services · 36.35%
Construction · 10.24%
Capital Goods · 10.15%
Fixed Fee
—
—
Performance Fee / Plan
—
—
Exit Load (Y1 / Y2 / Y3)
—
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