Portfolio Management Services (PMS)Compare Schemes
ASK Life Portfolio vs Invesco - Challengers
Add SchemeGrowth of ₹1 Crore
ASK Life Portfolio
Invesco - Challengers
Return for the risk
3 yrs return
-5%
0%
5%
10%
15%
20%
NIFTY 50 Total Return Index · 8.6%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.82%
1.41%
6 Months
−7.08%
13.18%
1 Year
−4.02%
2.91%
3 Years
1.10%
14.27%
5 Years
2.02%
—
Since Inception
13.04%
11.83%
Fund Age
17 yrs 10 mo
4 yrs 11 mo
AUM
₹50.53 Cr
₹31.01 Cr
Alpha – 1 Year
−3.59%
−1.81%
Alpha – 3 Years
−7.46%
2.18%
Information Ratio – 3 Years
-1.28
0.24
Volatility – 1 Year
16.65%
18.67%
Volatility – 3 Years
15.47%
17.11%
Beta – 1 Year
1.04
0.97
Beta – 3 Years
1.04
0.95
Sharpe Ratio – 1 Year
-0.49
-0.04
Sharpe Ratio – 3 Years
-0.20
0.56
Worst Rolling Year
-4.00%
12.64%
Value at Worst Rolling Year
₹0.96 Cr
₹1.13 Cr
Deepest Drawdown
−23.28%
−24.73%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
97.78%
100.00%
Median Rolling Year
13.22%
17.60%
5-Year Rolling Windows Positive
100.00%
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Market-Cap Mix
L 74% · M 13% · S 9%
L 37% · M 30% · S 33%
Number of Stocks
15
26
Portfolio P/E
27.97
54.84
Top 5 Holdings
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Bharti Airtel Ltd · 8.21%
ICICI Bank Ltd · 7.23%
TVS Motor Company Ltd · 5.81%
Sedemac Mechatronics Ltd · 5.23%
Aditya Vision Ltd · 4.93%
Top Sectors
Financial Services · 36.35%
Construction · 10.24%
Capital Goods · 10.15%
Financial Services · 30.23%
Automobile and Auto Components · 14.75%
Healthcare · 12.69%
Fixed Fee
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Performance Fee / Plan
—
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Exit Load (Y1 / Y2 / Y3)
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