Portfolio Management Services (PMS)Compare Schemes
ASK Life Portfolio vs ATLAS - Multicap PMS Fund
Add SchemeGrowth of ₹1 Crore
ASK Life Portfolio
ATLAS - Multicap PMS Fund
Return for the risk
3 yrs return
-5%
0%
5%
10%
15%
NIFTY 50 Total Return Index · 8.6%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.82%
3.76%
6 Months
−7.08%
11.66%
1 Year
−4.02%
12.54%
3 Years
1.10%
11.42%
5 Years
2.02%
—
Since Inception
13.04%
6.78%
Fund Age
17 yrs 10 mo
4 yrs 10 mo
AUM
₹50.53 Cr
₹2.34 Cr
Alpha – 1 Year
−3.59%
7.82%
Alpha – 3 Years
−7.46%
−0.67%
Information Ratio – 3 Years
-1.28
-0.04
Volatility – 1 Year
16.65%
21.44%
Volatility – 3 Years
15.47%
14.93%
Beta – 1 Year
1.04
1.05
Beta – 3 Years
1.04
0.81
Sharpe Ratio – 1 Year
-0.49
0.41
Sharpe Ratio – 3 Years
-0.20
0.50
Worst Rolling Year
-4.00%
3.84%
Value at Worst Rolling Year
₹0.96 Cr
₹1.04 Cr
Deepest Drawdown
−23.28%
−16.40%
Recovery Period
Not yet recovered
37 days
1-Year Rolling Windows Positive
97.78%
100.00%
Median Rolling Year
13.22%
9.56%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 74% · M 13% · S 9%
L 46% · M 22% · S 27%
Number of Stocks
15
19
Portfolio P/E
27.97
29.80
Top 5 Holdings
—
HFCL Ltd · 9.71%
Hindalco Industries Ltd · 9.12%
Steel Authority of India Ltd · 9.08%
ACC Ltd · 7.97%
Mahindra & Mahindra Ltd · 7.90%
Top Sectors
Financial Services · 36.35%
Construction · 10.24%
Capital Goods · 10.15%
Metals & Mining · 25.08%
Information Technology · 16.50%
Fast Moving Consumer Goods · 11.20%
Fixed Fee
—
2.00% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
3% / 2% / 0%