Portfolio Management Services (PMS)Compare Schemes
ASK-DRP vs Wealth Managers - Focused Leadership Portfolio
Add SchemeGrowth of ₹1 Crore
ASK-DRP
Wealth Managers - Focused Leadership Portfolio
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
Nifty 500 · 11.9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.89%
4.79%
6 Months
−1.27%
13.10%
1 Year
2.67%
18.11%
3 Years
6.64%
14.56%
5 Years
7.83%
8.71%
Since Inception
10.74%
13.67%
Fund Age
8 yrs 1 mo
11 yrs 2 mo
AUM
₹495.64 Cr
₹138.06 Cr
Alpha – 1 Year
−0.31%
18.46%
Alpha – 3 Years
−5.24%
5.57%
Information Ratio – 3 Years
-0.72
0.62
Volatility – 1 Year
17.10%
22.83%
Volatility – 3 Years
16.45%
16.72%
Beta – 1 Year
0.95
1.29
Beta – 3 Years
0.97
1.00
Sharpe Ratio – 1 Year
-0.08
0.61
Sharpe Ratio – 3 Years
0.14
0.55
Worst Rolling Year
6.09%
-8.44%
Value at Worst Rolling Year
₹1.06 Cr
₹0.92 Cr
Deepest Drawdown
−22.30%
−17.10%
Recovery Period
Not yet recovered
115 days
1-Year Rolling Windows Positive
100.00%
92.53%
Median Rolling Year
14.93%
13.06%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 62% · M 31% · S 6%
L 38% · M 14% · S 45%
Number of Stocks
26
18
Portfolio P/E
31.96
38.70
Top 5 Holdings
Schaeffler India Ltd · 6.40%
HDFC Bank Ltd · 6.36%
Infosys Ltd · 6.13%
Reliance Industries Ltd · 5.84%
Kotak Mahindra Bank Ltd · 5.21%
Laurus Labs Ltd · 8.84%
State Bank of India · 8.57%
HDFC Bank Ltd · 7.72%
Bajaj Finance Ltd · 7.61%
Manorama Industries Ltd · 6.88%
Top Sectors
Financial Services · 27.41%
Automobile and Auto Components · 16.14%
Capital Goods · 13.41%
Financial Services · 34.00%
Capital Goods · 20.95%
Fast Moving Consumer Goods · 19.35%
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
2% of profit
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%