Portfolio Management Services (PMS)Compare Schemes
ASK Life Portfolio vs CAPITAL MIND-All Weather Equity
Add SchemeGrowth of ₹1 Crore
ASK Life Portfolio
CAPITAL MIND-All Weather Equity
Return for the risk
3 yrs return
-5%
0%
5%
10%
15%
20%
NIFTY 50 Total Return Index · 8.6%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.82%
1.61%
6 Months
−7.08%
4.03%
1 Year
−4.02%
4.49%
3 Years
1.10%
14.35%
5 Years
2.02%
—
Since Inception
13.04%
16.62%
Fund Age
17 yrs 10 mo
4 yrs
AUM
₹50.53 Cr
₹303 Cr
Alpha – 1 Year
−3.59%
4.92%
Alpha – 3 Years
−7.46%
5.78%
Information Ratio – 3 Years
-1.28
1.15
Volatility – 1 Year
16.65%
16.32%
Volatility – 3 Years
15.47%
14.15%
Beta – 1 Year
1.04
0.98
Beta – 3 Years
1.04
0.97
Sharpe Ratio – 1 Year
-0.49
0.01
Sharpe Ratio – 3 Years
-0.20
0.64
Worst Rolling Year
-4.00%
14.36%
Value at Worst Rolling Year
₹0.96 Cr
₹1.14 Cr
Deepest Drawdown
−23.28%
−16.17%
Recovery Period
Not yet recovered
245 days
1-Year Rolling Windows Positive
97.78%
100.00%
Median Rolling Year
13.22%
18.76%
5-Year Rolling Windows Positive
100.00%
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Market-Cap Mix
L 74% · M 13% · S 9%
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Number of Stocks
15
—
Portfolio P/E
27.97
—
Top 5 Holdings
—
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Top Sectors
Financial Services · 36.35%
Construction · 10.24%
Capital Goods · 10.15%
—
Fixed Fee
—
0.50% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
—