Portfolio Management Services (PMS)Compare Schemes
ASK Life Portfolio vs Carnelian Capital - Shift Strategy
Add SchemeGrowth of ₹1 Crore
ASK Life Portfolio
Carnelian Capital - Shift Strategy
Return for the risk
3 yrs return
-5%
0%
5%
10%
15%
20%
25%
NIFTY 50 Total Return Index · 8.6%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.82%
4.38%
6 Months
−7.08%
19.54%
1 Year
−4.02%
15.57%
3 Years
1.10%
20.08%
5 Years
2.02%
21.78%
Since Inception
13.04%
32.33%
Fund Age
17 yrs 10 mo
5 yrs 10 mo
AUM
₹50.53 Cr
₹5,864.1 Cr
Alpha – 1 Year
−3.59%
10.85%
Alpha – 3 Years
−7.46%
8.00%
Information Ratio – 3 Years
-1.28
1.40
Volatility – 1 Year
16.65%
22.27%
Volatility – 3 Years
15.47%
21.12%
Beta – 1 Year
1.04
1.15
Beta – 3 Years
1.04
1.14
Sharpe Ratio – 1 Year
-0.49
0.52
Sharpe Ratio – 3 Years
-0.20
0.73
Worst Rolling Year
-4.00%
20.10%
Value at Worst Rolling Year
₹0.96 Cr
₹1.20 Cr
Deepest Drawdown
−23.28%
−21.05%
Recovery Period
Not yet recovered
487 days
1-Year Rolling Windows Positive
97.78%
100.00%
Median Rolling Year
13.22%
30.25%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 74% · M 13% · S 9%
L 15% · M 28% · S 52%
Number of Stocks
15
38
Portfolio P/E
27.97
29.00
Top 5 Holdings
—
Laurus Labs Ltd · 8.02%
Biocon Ltd · 7.50%
Kalpataru Projects International Ltd · 5.11%
Bharat Heavy Electricals Ltd · 5.03%
Timken India Ltd · 4.01%
Top Sectors
Financial Services · 36.35%
Construction · 10.24%
Capital Goods · 10.15%
—
Fixed Fee
—
2.50% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
1% / 0% / 0%