Portfolio Management Services (PMS)Compare Schemes
ASK Life Portfolio vs Green Portfolio - Special
Add SchemeGrowth of ₹1 Crore
ASK Life Portfolio
Green Portfolio - Special
Return for the risk
3 yrs return
-5%
0%
5%
10%
15%
20%
25%
NIFTY 50 Total Return Index · 8.6%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
2.82%
2.75%
6 Months
−7.08%
26.95%
1 Year
−4.02%
13.12%
3 Years
1.10%
17.80%
5 Years
2.02%
15.04%
Since Inception
13.04%
22.70%
Fund Age
17 yrs 10 mo
8 yrs
AUM
₹50.53 Cr
₹357.26 Cr
Alpha – 1 Year
−3.59%
10.14%
Alpha – 3 Years
−7.46%
5.90%
Information Ratio – 3 Years
-1.28
0.31
Volatility – 1 Year
16.65%
32.38%
Volatility – 3 Years
15.47%
25.45%
Beta – 1 Year
1.04
1.68
Beta – 3 Years
1.04
1.37
Sharpe Ratio – 1 Year
-0.49
0.36
Sharpe Ratio – 3 Years
-0.20
0.56
Worst Rolling Year
-4.00%
11.19%
Value at Worst Rolling Year
₹0.96 Cr
₹1.11 Cr
Deepest Drawdown
−23.28%
−26.50%
Recovery Period
Not yet recovered
80 days
1-Year Rolling Windows Positive
97.78%
100.00%
Median Rolling Year
13.22%
27.28%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 74% · M 13% · S 9%
L 7% · M 19% · S 59%
Number of Stocks
15
42
Portfolio P/E
27.97
42.01
Top 5 Holdings
—
Schaeffler India Ltd · 10.90%
Misc · 9.64%
HFCL Ltd · 5.73%
Sanghvi Movers Ltd · 4.28%
Tatva Chintan Pharma Chem Ltd · 4.14%
Top Sectors
Financial Services · 36.35%
Construction · 10.24%
Capital Goods · 10.15%
—
Fixed Fee
—
2.25% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
0% / 0% / 0%