Portfolio Management Services (PMS)Compare Schemes
Amaltas Strategic Opportunities Series 1 vs ASK Life Portfolio
Add SchemeGrowth of ₹1 Crore
Amaltas Strategic Opportunities Series 1
ASK Life Portfolio
Return for the risk
3 yrs return
-5%
0%
5%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−4.23%
2.82%
6 Months
27.28%
−7.08%
1 Year
43.55%
−4.02%
3 Years
—
1.10%
5 Years
—
2.02%
Since Inception
38.04%
13.04%
Fund Age
13 mo
17 yrs 10 mo
AUM
₹5.93 Cr
₹50.53 Cr
Alpha – 1 Year
38.83%
−3.59%
Alpha – 3 Years
—
−7.46%
Information Ratio – 3 Years
—
-1.28
Volatility – 1 Year
30.08%
16.65%
Volatility – 3 Years
—
15.47%
Beta – 1 Year
1.47
1.04
Beta – 3 Years
—
1.04
Sharpe Ratio – 1 Year
1.18
-0.49
Sharpe Ratio – 3 Years
—
-0.20
Worst Rolling Year
—
-4.00%
Value at Worst Rolling Year
—
₹0.96 Cr
Deepest Drawdown
−12.33%
−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
—
—
Top Sectors
—
Financial Services · 36.35%
Construction · 10.24%
Capital Goods · 10.15%
Fixed Fee
0.50% / yr
—
Performance Fee / Plan
20% of profit, above 10%
—
Exit Load (Y1 / Y2 / Y3)
—
—