Portfolio Management Services (PMS)Compare Schemes
ASK Life Portfolio vs Enam India Vision Portfolio
Add SchemeGrowth of ₹1 Crore
ASK Life Portfolio
Enam India Vision Portfolio
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%
1.68%
6 Months
−7.08%
12.22%
1 Year
−4.02%
16.41%
3 Years
1.10%
12.88%
5 Years
2.02%
—
Since Inception
13.04%
15.20%
Fund Age
17 yrs 10 mo
3 yrs 7 mo
AUM
₹50.53 Cr
₹890.3 Cr
Alpha – 1 Year
−3.59%
11.69%
Alpha – 3 Years
−7.46%
0.79%
Information Ratio – 3 Years
-1.28
0.11
Volatility – 1 Year
16.65%
18.16%
Volatility – 3 Years
15.47%
14.87%
Beta – 1 Year
1.04
0.92
Beta – 3 Years
1.04
0.86
Sharpe Ratio – 1 Year
-0.49
0.64
Sharpe Ratio – 3 Years
-0.20
0.54
Worst Rolling Year
-4.00%
11.39%
Value at Worst Rolling Year
₹0.96 Cr
₹1.11 Cr
Deepest Drawdown
−23.28%
−18.04%
Recovery Period
Not yet recovered
487 days
1-Year Rolling Windows Positive
97.78%
100.00%
Median Rolling Year
13.22%
13.55%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 74% · M 13% · S 9%
L 31% · M 50% · S 18%
Number of Stocks
15
20
Portfolio P/E
27.97
33.00
Top 5 Holdings
—
Piramal Finance Ltd · 10.75%
Aegis Logistics Ltd · 8.94%
Emcure Pharmaceuticals Ltd · 7.58%
Glenmark Pharmaceuticals Ltd · 7.51%
Bharti Airtel Ltd · 6.89%
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)
—
0% / 0% / 0%