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ASK core Portfolio vs FIRST--Aggressive strategy

ASK core Portfolio

FIRST--Aggressive strategy

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Growth of ₹1 Crore

ASK core Portfolio

FIRST--Aggressive strategy

Return for the risk

1 yr return

-10%

-5%

10%

15%

NIFTY 50 Total Return Index · -0.4%

ASK core Portfolio

-4.2% • vol 16.3%

FIRST--Aggressive strategy

9.5% • vol 0.9%

10%

20%

30%

Volatility • 1 yr deviation

1 Month

1.84%

0.88%

6 Months

−7.36%

4.66%

1 Year

−4.21%

9.49%

3 Years

—

5 Years

—

Since Inception

−4.18%

10.59%

Fund Age

12 mo

2 yrs 4 mo

AUM

₹139.3 Cr

₹70.89 Cr

Alpha – 1 Year

−3.78%

4.29%

Alpha – 3 Years

—

Information Ratio – 3 Years

—

Volatility – 1 Year

16.33%

0.86%

Volatility – 3 Years

—

Beta – 1 Year

1.01

0.22

Beta – 3 Years

—

Sharpe Ratio – 1 Year

-0.52

4.61

Sharpe Ratio – 3 Years

—

Worst Rolling Year

—

Value at Worst Rolling Year

—

Deepest Drawdown

−16.12%

—

Recovery Period

Not yet recovered

—

1-Year Rolling Windows Positive

—

Median Rolling Year

—

5-Year Rolling Windows Positive

—

Market-Cap Mix

L 76% · M 10% · S 10%

—

Number of Stocks

—

Portfolio P/E

28.49

—

Top 5 Holdings

HDFC Bank Ltd · 9.77%

Reliance Industries Ltd · 9.44%

Bajaj Finserv Ltd · 9.17%

Nestle India Ltd · 8.72%

Kotak Mahindra Bank Ltd · 8.56%

—

Top Sectors

Financial Services · 34.81%

Construction · 10.70%

Capital Goods · 10.46%

—

Fixed Fee

—

1.50% / yr

Performance Fee / Plan

—

Fixed Plan

Exit Load (Y1 / Y2 / Y3)

—

3% / 2% / 1%

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