Portfolio Management Services (PMS)Compare Schemes
ASK Life Portfolio vs First Global - The India Super 50
Add SchemeGrowth of ₹1 Crore
ASK Life Portfolio
First Global - The India Super 50
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%
0.48%
6 Months
−7.08%
0.17%
1 Year
−4.02%
1.53%
3 Years
1.10%
6.30%
5 Years
2.02%
7.16%
Since Inception
13.04%
16.58%
Fund Age
17 yrs 10 mo
6 yrs 6 mo
AUM
₹50.53 Cr
₹182.72 Cr
Alpha – 1 Year
−3.59%
−3.19%
Alpha – 3 Years
−7.46%
−5.79%
Information Ratio – 3 Years
-1.28
-1.15
Volatility – 1 Year
16.65%
17.17%
Volatility – 3 Years
15.47%
15.94%
Beta – 1 Year
1.04
0.97
Beta – 3 Years
1.04
0.99
Sharpe Ratio – 1 Year
-0.49
-0.13
Sharpe Ratio – 3 Years
-0.20
0.13
Worst Rolling Year
-4.00%
6.16%
Value at Worst Rolling Year
₹0.96 Cr
₹1.06 Cr
Deepest Drawdown
−23.28%
−24.43%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
97.78%
100.00%
Median Rolling Year
13.22%
15.55%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 74% · M 13% · S 9%
—
Number of Stocks
15
60
Portfolio P/E
27.97
19.43
Top 5 Holdings
—
Nippon India ETF Nifty Bank BeES · 5.17%
Torrent Pharmaceuticals Ltd · 4.30%
ICICI Bank Ltd · 3.49%
TVS Motor Company Ltd · 3.24%
Tech Mahindra Ltd · 2.88%
Top Sectors
Financial Services · 36.35%
Construction · 10.24%
Capital Goods · 10.15%
—
Fixed Fee
—
2.00% / yr
Performance Fee / Plan
—
Variable Plan
Exit Load (Y1 / Y2 / Y3)
—
0% / 0% / 0%