Portfolio Management Services (PMS)Compare Schemes
ASK Life Portfolio vs Emkay Investments - ENVI
Add SchemeGrowth of ₹1 Crore
ASK Life Portfolio
Emkay Investments - ENVI
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%
5.18%
6 Months
−7.08%
19.69%
1 Year
−4.02%
25.97%
3 Years
1.10%
17.02%
5 Years
2.02%
—
Since Inception
13.04%
24.02%
Fund Age
17 yrs 10 mo
4 yrs 2 mo
AUM
₹50.53 Cr
₹101.01 Cr
Alpha – 1 Year
−3.59%
21.25%
Alpha – 3 Years
−7.46%
4.93%
Information Ratio – 3 Years
-1.28
0.46
Volatility – 1 Year
16.65%
21.63%
Volatility – 3 Years
15.47%
19.42%
Beta – 1 Year
1.04
1.10
Beta – 3 Years
1.04
1.04
Sharpe Ratio – 1 Year
-0.49
0.93
Sharpe Ratio – 3 Years
-0.20
0.65
Worst Rolling Year
-4.00%
16.82%
Value at Worst Rolling Year
₹0.96 Cr
₹1.17 Cr
Deepest Drawdown
−23.28%
−20.44%
Recovery Period
Not yet recovered
365 days
1-Year Rolling Windows Positive
97.78%
100.00%
Median Rolling Year
13.22%
19.58%
5-Year Rolling Windows Positive
100.00%
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Market-Cap Mix
L 74% · M 13% · S 9%
L 26% · M 14% · S 51%
Number of Stocks
15
—
Portfolio P/E
27.97
—
Top 5 Holdings
—
Eicher Motors Ltd · 7.90%
Divis Laboratories Ltd · 7.30%
Sansera Engineering Ltd · 6.20%
Akums Drugs & Pharmaceuticals Ltd · 6.10%
CCL Products (India) Ltd · 5.90%
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)
—
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