Portfolio Management Services (PMS)Compare Schemes
ASK Life Portfolio vs MOAT - Emerging Moat
Add SchemeGrowth of ₹1 Crore
ASK Life Portfolio
MOAT - Emerging Moat
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%
2.64%
6 Months
−7.08%
5.29%
1 Year
−4.02%
2.64%
3 Years
1.10%
8.64%
5 Years
2.02%
—
Since Inception
13.04%
12.31%
Fund Age
17 yrs 10 mo
3 yrs 11 mo
AUM
₹50.53 Cr
₹56.94 Cr
Alpha – 1 Year
−3.59%
−2.08%
Alpha – 3 Years
−7.46%
−3.45%
Information Ratio – 3 Years
-1.28
-0.33
Volatility – 1 Year
16.65%
19.56%
Volatility – 3 Years
15.47%
17.76%
Beta – 1 Year
1.04
1.08
Beta – 3 Years
1.04
1.07
Sharpe Ratio – 1 Year
-0.49
-0.05
Sharpe Ratio – 3 Years
-0.20
0.31
Worst Rolling Year
-4.00%
8.64%
Value at Worst Rolling Year
₹0.96 Cr
₹1.09 Cr
Deepest Drawdown
−23.28%
−25.57%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
97.78%
100.00%
Median Rolling Year
13.22%
14.83%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 74% · M 13% · S 9%
—
Number of Stocks
15
—
Portfolio P/E
27.97
—
Top 5 Holdings
—
Hero MotoCorp Ltd · 5.25%
Kajaria Ceramics Ltd · 5.12%
State Bank of India · 4.44%
Sheela Foam Ltd · 3.76%
Pidilite Industries Ltd · 3.36%
Top Sectors
Financial Services · 36.35%
Construction · 10.24%
Capital Goods · 10.15%
—
Fixed Fee
—
2.00% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
0% / 0% / 0%