Portfolio Management Services (PMS)Compare Schemes
ASK core Portfolio vs Motilal Oswal-Founders
Add SchemeGrowth of ₹1 Crore
ASK core Portfolio
Motilal Oswal-Founders
Return for the risk
3 yrs return
15%
20%
25%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.84%
0.25%
6 Months
−7.36%
15.19%
1 Year
−4.21%
3.21%
3 Years
—
19.65%
5 Years
—
—
Since Inception
−4.18%
25.09%
Fund Age
12 mo
3 yrs 5 mo
AUM
₹139.3 Cr
₹4,148.34 Cr
Alpha – 1 Year
−3.78%
0.23%
Alpha – 3 Years
—
7.77%
Information Ratio – 3 Years
—
0.62
Volatility – 1 Year
16.33%
21.54%
Volatility – 3 Years
—
22.15%
Beta – 1 Year
1.01
1.06
Beta – 3 Years
—
1.15
Sharpe Ratio – 1 Year
-0.52
-0.01
Sharpe Ratio – 3 Years
—
0.68
Worst Rolling Year
—
19.49%
Value at Worst Rolling Year
—
₹1.19 Cr
Deepest Drawdown
−16.12%
−27.91%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
21.76%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 76% · M 10% · S 10%
L 26% · M 35% · S 37%
Number of Stocks
15
26
Portfolio P/E
28.49
55.82
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%
Eternal Ltd · 5.70%
Ather Energy Ltd · 5.24%
Shriram Finance Ltd · 5.04%
PTC Industries Ltd · 4.99%
One 97 Communications Ltd · 4.88%
Top Sectors
Financial Services · 34.81%
Construction · 10.70%
Capital Goods · 10.46%
Capital Goods · 28.96%
Financial Services · 21.55%
Consumer Services · 8.59%
Fixed Fee
—
2.50% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
2% / 0% / 0%