Portfolio Management Services (PMS)Compare Schemes
ASK core Portfolio vs Invesco - Challengers
Add SchemeGrowth of ₹1 Crore
ASK core Portfolio
Invesco - Challengers
Return for the risk
3 yrs return
10%
15%
20%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.84%
1.41%
6 Months
−7.36%
13.18%
1 Year
−4.21%
2.91%
3 Years
—
14.27%
5 Years
—
—
Since Inception
−4.18%
11.83%
Fund Age
12 mo
4 yrs 11 mo
AUM
₹139.3 Cr
₹31.01 Cr
Alpha – 1 Year
−3.78%
−1.81%
Alpha – 3 Years
—
2.18%
Information Ratio – 3 Years
—
0.24
Volatility – 1 Year
16.33%
18.67%
Volatility – 3 Years
—
17.11%
Beta – 1 Year
1.01
0.97
Beta – 3 Years
—
0.95
Sharpe Ratio – 1 Year
-0.52
-0.04
Sharpe Ratio – 3 Years
—
0.56
Worst Rolling Year
—
12.64%
Value at Worst Rolling Year
—
₹1.13 Cr
Deepest Drawdown
−16.12%
−24.73%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
17.60%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 76% · M 10% · S 10%
L 37% · M 30% · S 33%
Number of Stocks
15
26
Portfolio P/E
28.49
54.84
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%
Bharti Airtel Ltd · 8.21%
ICICI Bank Ltd · 7.23%
TVS Motor Company Ltd · 5.81%
Sedemac Mechatronics Ltd · 5.23%
Aditya Vision Ltd · 4.93%
Top Sectors
Financial Services · 34.81%
Construction · 10.70%
Capital Goods · 10.46%
Financial Services · 30.23%
Automobile and Auto Components · 14.75%
Healthcare · 12.69%
Fixed Fee
—
—
Performance Fee / Plan
—
—
Exit Load (Y1 / Y2 / Y3)
—
—