Portfolio Management Services (PMS)Compare Schemes
ASK core Portfolio vs Ladderup-Proud PMS
Add SchemeGrowth of ₹1 Crore
ASK core Portfolio
Ladderup-Proud PMS
Return for the risk
3 yrs return
0%
5%
10%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.84%
1.08%
6 Months
−7.36%
7.09%
1 Year
−4.21%
−3.99%
3 Years
—
6.36%
5 Years
—
—
Since Inception
−4.18%
8.96%
Fund Age
12 mo
3 yrs 3 mo
AUM
₹139.3 Cr
₹101.42 Cr
Alpha – 1 Year
−3.78%
−8.71%
Alpha – 3 Years
—
−5.73%
Information Ratio – 3 Years
—
-0.76
Volatility – 1 Year
16.33%
21.06%
Volatility – 3 Years
—
16.81%
Beta – 1 Year
1.01
1.13
Beta – 3 Years
—
1.00
Sharpe Ratio – 1 Year
-0.52
-0.35
Sharpe Ratio – 3 Years
—
0.15
Worst Rolling Year
—
5.39%
Value at Worst Rolling Year
—
₹1.05 Cr
Deepest Drawdown
−16.12%
−25.09%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
7.02%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 76% · M 10% · S 10%
—
Number of Stocks
15
25
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
—
2.00% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
0% / 0% / 0%