Portfolio Management Services (PMS)Compare Schemes
ASK Life Portfolio vs KRChoksey - Alpha Invest
Add SchemeGrowth of ₹1 Crore
ASK Life Portfolio
KRChoksey - Alpha Invest
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%
0.97%
6 Months
−7.08%
6.33%
1 Year
−4.02%
−0.99%
3 Years
1.10%
6.26%
5 Years
2.02%
6.47%
Since Inception
13.04%
5.18%
Fund Age
17 yrs 10 mo
19 yrs 5 mo
AUM
₹50.53 Cr
₹95.89 Cr
Alpha – 1 Year
−3.59%
2.51%
Alpha – 3 Years
−7.46%
−2.73%
Information Ratio – 3 Years
-1.28
-0.10
Volatility – 1 Year
16.65%
20.93%
Volatility – 3 Years
15.47%
17.77%
Beta – 1 Year
1.04
1.14
Beta – 3 Years
1.04
1.05
Sharpe Ratio – 1 Year
-0.49
-0.20
Sharpe Ratio – 3 Years
-0.20
0.23
Worst Rolling Year
-4.00%
-21.50%
Value at Worst Rolling Year
₹0.96 Cr
₹0.79 Cr
Deepest Drawdown
−23.28%
−30.66%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
97.78%
74.63%
Median Rolling Year
13.22%
10.39%
5-Year Rolling Windows Positive
100.00%
82.76%
Market-Cap Mix
L 74% · M 13% · S 9%
L 77% · M 12% · S 11%
Number of Stocks
15
57
Portfolio P/E
27.97
—
Top 5 Holdings
—
Reliance Industries Ltd · 7.33%
Bajaj Finance Ltd · 7.29%
Bajaj Finserv Ltd · 6.64%
Adani Enterprises Ltd · 6.33%
ICICI Bank Ltd · 5.85%
Top Sectors
Financial Services · 36.35%
Construction · 10.24%
Capital Goods · 10.15%
Financial Services · 31.32%
Automobile and Auto Components · 12.97%
Healthcare · 9.96%
Fixed Fee
—
2.00% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
3% / 2% / 1%