Portfolio Management Services (PMS)Compare Schemes
ASK Life Portfolio vs Incred-Small & MidCap PMS
Add SchemeGrowth of ₹1 Crore
ASK Life Portfolio
Incred-Small & MidCap PMS
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%
4.27%
6 Months
−7.08%
−8.15%
1 Year
−4.02%
−5.39%
3 Years
1.10%
10.81%
5 Years
2.02%
—
Since Inception
13.04%
11.07%
Fund Age
17 yrs 10 mo
5 yrs
AUM
₹50.53 Cr
₹121.08 Cr
Alpha – 1 Year
−3.59%
−5.32%
Alpha – 3 Years
−7.46%
−2.65%
Information Ratio – 3 Years
-1.28
-0.15
Volatility – 1 Year
16.65%
24.51%
Volatility – 3 Years
15.47%
24.85%
Beta – 1 Year
1.04
1.17
Beta – 3 Years
1.04
1.18
Sharpe Ratio – 1 Year
-0.49
-0.34
Sharpe Ratio – 3 Years
-0.20
0.32
Worst Rolling Year
-4.00%
9.88%
Value at Worst Rolling Year
₹0.96 Cr
₹1.10 Cr
Deepest Drawdown
−23.28%
−34.50%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
97.78%
100.00%
Median Rolling Year
13.22%
21.70%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 74% · M 13% · S 9%
M 20% · S 78%
Number of Stocks
15
—
Portfolio P/E
27.97
—
Top 5 Holdings
—
Arman Financial Services Ltd · 7.90%
Indraprastha Medical Corporation Ltd · 7.90%
Cholamandalam Financial Holdings Ltd · 7.50%
KEC International Ltd · 7.20%
Coforge Ltd · 6.40%
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)
—
2% / 1% / 0%