Portfolio Management Services (PMS)Compare Schemes
ASK Life Portfolio vs Marathon Trends - Trend Following
Add SchemeGrowth of ₹1 Crore
ASK Life Portfolio
Marathon Trends - Trend Following
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%
1.43%
6 Months
−7.08%
0.81%
1 Year
−4.02%
7.79%
3 Years
1.10%
9.10%
5 Years
2.02%
—
Since Inception
13.04%
17.42%
Fund Age
17 yrs 10 mo
8 yrs 11 mo
AUM
₹50.53 Cr
₹342.11 Cr
Alpha – 1 Year
−3.59%
3.07%
Alpha – 3 Years
−7.46%
−2.99%
Information Ratio – 3 Years
-1.28
0.29
Volatility – 1 Year
16.65%
17.73%
Volatility – 3 Years
15.47%
15.85%
Beta – 1 Year
1.04
1.00
Beta – 3 Years
1.04
0.98
Sharpe Ratio – 1 Year
-0.49
0.21
Sharpe Ratio – 3 Years
-0.20
0.50
Worst Rolling Year
-4.00%
9.10%
Value at Worst Rolling Year
₹0.96 Cr
₹1.09 Cr
Deepest Drawdown
−23.28%
−24.26%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
97.78%
100.00%
Median Rolling Year
13.22%
13.58%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 74% · M 13% · S 9%
L 40% · M 35% · S 22%
Number of Stocks
15
23
Portfolio P/E
27.97
21.69
Top 5 Holdings
—
Cash & Cash Equivalent · 7.05%
Federal Bank Ltd · 6.08%
Bajaj Finance Ltd · 5.79%
Shriram Finance Ltd · 5.46%
AU Small Finance Bank Ltd · 5.38%
Top Sectors
Financial Services · 36.35%
Construction · 10.24%
Capital Goods · 10.15%
Financial Services · 48.73%
Capital Goods · 17.98%
Metals & Mining · 8.01%
Fixed Fee
—
2.50% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
0% / 0% / 0%