Portfolio Management Services (PMS)Compare Schemes
ASK-EOP vs Wealth Managers - Focused Leadership Portfolio
Add SchemeGrowth of ₹1 Crore
ASK-EOP
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
1.83%
4.79%
6 Months
−2.22%
13.10%
1 Year
−4.46%
18.11%
3 Years
4.69%
14.56%
5 Years
4.88%
8.71%
Since Inception
9.48%
13.67%
Fund Age
8 yrs 11 mo
11 yrs 2 mo
AUM
₹242.51 Cr
₹138.06 Cr
Alpha – 1 Year
−7.44%
18.46%
Alpha – 3 Years
−7.19%
5.57%
Information Ratio – 3 Years
-1.12
0.62
Volatility – 1 Year
16.89%
22.83%
Volatility – 3 Years
18.01%
16.72%
Beta – 1 Year
0.95
1.29
Beta – 3 Years
1.07
1.00
Sharpe Ratio – 1 Year
-0.51
0.61
Sharpe Ratio – 3 Years
0.04
0.55
Worst Rolling Year
2.18%
-8.44%
Value at Worst Rolling Year
₹1.02 Cr
₹0.92 Cr
Deepest Drawdown
−24.10%
−17.10%
Recovery Period
Not yet recovered
115 days
1-Year Rolling Windows Positive
100.00%
92.53%
Median Rolling Year
12.69%
13.06%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 12% · M 53% · S 34%
L 38% · M 14% · S 45%
Number of Stocks
34
18
Portfolio P/E
41.30
38.70
Top 5 Holdings
ABB India Ltd · 5.36%
Mahindra & Mahindra Financial Services Ltd · 5.34%
Dr Lal Pathlabs Ltd · 4.74%
Atul Ltd · 4.11%
Supreme Industries Ltd · 3.82%
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 · 26.16%
Capital Goods · 13.94%
Healthcare · 9.57%
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%