Portfolio Management Services (PMS)Compare Schemes
ASK Life Portfolio vs ATLAS - Midcap PMS Fund
Add SchemeGrowth of ₹1 Crore
ASK Life Portfolio
ATLAS - Midcap PMS Fund
Return for the risk
3 yrs return
-5%
0%
5%
10%
15%
NIFTY 50 Total Return Index · 8.6%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.82%
−0.22%
6 Months
−7.08%
8.59%
1 Year
−4.02%
1.40%
3 Years
1.10%
11.84%
5 Years
2.02%
6.21%
Since Inception
13.04%
7.85%
Fund Age
17 yrs 10 mo
5 yrs 3 mo
AUM
₹50.53 Cr
₹3.73 Cr
Alpha – 1 Year
−3.59%
−3.32%
Alpha – 3 Years
−7.46%
−0.25%
Information Ratio – 3 Years
-1.28
0.11
Volatility – 1 Year
16.65%
23.13%
Volatility – 3 Years
15.47%
17.54%
Beta – 1 Year
1.04
1.25
Beta – 3 Years
1.04
0.97
Sharpe Ratio – 1 Year
-0.49
-0.06
Sharpe Ratio – 3 Years
-0.20
0.45
Worst Rolling Year
-4.00%
5.77%
Value at Worst Rolling Year
₹0.96 Cr
₹1.06 Cr
Deepest Drawdown
−23.28%
−23.48%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
97.78%
100.00%
Median Rolling Year
13.22%
12.08%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 74% · M 13% · S 9%
L 3% · M 32% · S 59%
Number of Stocks
15
19
Portfolio P/E
27.97
26.66
Top 5 Holdings
—
Godrej Industries Ltd · 10.94%
Steel Authority of India Ltd · 8.51%
EIH Ltd · 8.34%
ACC Ltd · 7.75%
Sagility Ltd · 5.94%
Top Sectors
Financial Services · 36.35%
Construction · 10.24%
Capital Goods · 10.15%
Information Technology · 23.92%
Metals & Mining · 12.94%
Diversified · 10.94%
Fixed Fee
—
2.00% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
3% / 2% / 0%