Portfolio Management Services (PMS)Compare Schemes
ASK Life Portfolio vs Magadh - Future Stars
Add SchemeGrowth of ₹1 Crore
ASK Life Portfolio
Magadh - Future Stars
Return for the risk
3 yrs return
-5%
0%
5%
10%
15%
20%
25%
NIFTY 50 Total Return Index · 8.6%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.82%
3.10%
6 Months
−7.08%
4.24%
1 Year
−4.02%
17.00%
3 Years
1.10%
21.79%
5 Years
2.02%
20.77%
Since Inception
13.04%
20.65%
Fund Age
17 yrs 10 mo
5 yrs
AUM
₹50.53 Cr
₹88.27 Cr
Alpha – 1 Year
−3.59%
12.28%
Alpha – 3 Years
−7.46%
9.70%
Information Ratio – 3 Years
-1.28
1.38
Volatility – 1 Year
16.65%
20.96%
Volatility – 3 Years
15.47%
18.52%
Beta – 1 Year
1.04
1.12
Beta – 3 Years
1.04
1.04
Sharpe Ratio – 1 Year
-0.49
0.60
Sharpe Ratio – 3 Years
-0.20
1.04
Worst Rolling Year
-4.00%
21.72%
Value at Worst Rolling Year
₹0.96 Cr
₹1.22 Cr
Deepest Drawdown
−23.28%
−18.76%
Recovery Period
Not yet recovered
428 days
1-Year Rolling Windows Positive
97.78%
100.00%
Median Rolling Year
13.22%
30.26%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 74% · M 13% · S 9%
L 19% · M 45% · S 35%
Number of Stocks
15
25
Portfolio P/E
27.97
27.45
Top 5 Holdings
—
Laurus Labs Ltd · 10.50%
V2 Retail Ltd · 9.50%
Bank of Maharashtra · 9.16%
Eternal Ltd · 8.75%
Bank of India · 8.20%
Top Sectors
Financial Services · 36.35%
Construction · 10.24%
Capital Goods · 10.15%
Consumer Services · 24.94%
Financial Services · 24.30%
Capital Goods · 14.40%
Fixed Fee
—
2.50% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
0.5% / 0% / 0%