Portfolio Management Services (PMS)Compare Schemes
ASK Life Portfolio vs IFM Flexicap Growth Fund
Add SchemeGrowth of ₹1 Crore
ASK Life Portfolio
IFM Flexicap Growth Fund
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%
1.96%
6 Months
−7.08%
11.95%
1 Year
−4.02%
7.86%
3 Years
1.10%
—
5 Years
2.02%
—
Since Inception
13.04%
0.34%
Fund Age
17 yrs 10 mo
13 mo
AUM
₹50.53 Cr
₹18.23 Cr
Alpha – 1 Year
−3.59%
3.14%
Alpha – 3 Years
−7.46%
—
Information Ratio – 3 Years
-1.28
—
Volatility – 1 Year
16.65%
25.09%
Volatility – 3 Years
15.47%
—
Beta – 1 Year
1.04
1.36
Beta – 3 Years
1.04
—
Sharpe Ratio – 1 Year
-0.49
0.20
Sharpe Ratio – 3 Years
-0.20
—
Worst Rolling Year
-4.00%
—
Value at Worst Rolling Year
₹0.96 Cr
—
Deepest Drawdown
−23.28%
−18.22%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
97.78%
—
Median Rolling Year
13.22%
—
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 74% · M 13% · S 9%
L 48% · M 3% · S 35%
Number of Stocks
15
13
Portfolio P/E
27.97
14.34
Top 5 Holdings
—
Hindustan Zinc Ltd · 10.66%
Aditya Birla Sun Life AMC Ltd · 10.61%
Punjab National Bank · 10.46%
Mahindra & Mahindra Ltd · 9.56%
State Bank of India · 9.31%
Top Sectors
Financial Services · 36.35%
Construction · 10.24%
Capital Goods · 10.15%
Financial Services · 65.83%
Metals & Mining · 10.66%
Automobile and Auto Components · 9.56%
Fixed Fee
—
2.50% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
—