Portfolio Management Services (PMS)Compare Schemes
ASK Life Portfolio vs Axis - Core & Satellite PMS
Add SchemeGrowth of ₹1 Crore
ASK Life Portfolio
Axis - Core & Satellite PMS
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%
0.11%
6 Months
−7.08%
10.76%
1 Year
−4.02%
8.14%
3 Years
1.10%
7.76%
5 Years
2.02%
10.03%
Since Inception
13.04%
11.69%
Fund Age
17 yrs 10 mo
6 yrs 8 mo
AUM
₹50.53 Cr
₹87.23 Cr
Alpha – 1 Year
−3.59%
8.57%
Alpha – 3 Years
−7.46%
−0.81%
Information Ratio – 3 Years
-1.28
0.02
Volatility – 1 Year
16.65%
23.09%
Volatility – 3 Years
15.47%
18.26%
Beta – 1 Year
1.04
1.29
Beta – 3 Years
1.04
1.11
Sharpe Ratio – 1 Year
-0.49
0.21
Sharpe Ratio – 3 Years
-0.20
0.22
Worst Rolling Year
-4.00%
6.59%
Value at Worst Rolling Year
₹0.96 Cr
₹1.07 Cr
Deepest Drawdown
−23.28%
−25.42%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
97.78%
100.00%
Median Rolling Year
13.22%
13.94%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 74% · M 13% · S 9%
L 19% · M 1% · S 70%
Number of Stocks
15
41
Portfolio P/E
27.97
25.23
Top 5 Holdings
—
Cash & Cash Equivalent · 9.25%
EPL Ltd · 4.54%
Mahindra & Mahindra Ltd · 4.35%
Eternal Ltd · 4.21%
Welspun Corp Ltd · 3.85%
Top Sectors
Financial Services · 36.35%
Construction · 10.24%
Capital Goods · 10.15%
Financial Services · 15.02%
Capital Goods · 13.37%
Consumer Services · 11.08%
Fixed Fee
—
2.50% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
3% / 2% / 1%