Portfolio Management Services (PMS)Compare Schemes
ASK Life Portfolio vs MOAT - Moderate Compounders
Add SchemeGrowth of ₹1 Crore
ASK Life Portfolio
MOAT - Moderate Compounders
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%
2.75%
6 Months
−7.08%
8.17%
1 Year
−4.02%
3.28%
3 Years
1.10%
8.41%
5 Years
2.02%
12.53%
Since Inception
13.04%
11.01%
Fund Age
17 yrs 10 mo
12 yrs 9 mo
AUM
₹50.53 Cr
₹16.57 Cr
Alpha – 1 Year
−3.59%
−1.44%
Alpha – 3 Years
−7.46%
−3.68%
Information Ratio – 3 Years
-1.28
-0.32
Volatility – 1 Year
16.65%
20.74%
Volatility – 3 Years
15.47%
17.91%
Beta – 1 Year
1.04
1.13
Beta – 3 Years
1.04
1.09
Sharpe Ratio – 1 Year
-0.49
0.00
Sharpe Ratio – 3 Years
-0.20
0.32
Worst Rolling Year
-4.00%
-16.89%
Value at Worst Rolling Year
₹0.96 Cr
₹0.83 Cr
Deepest Drawdown
−23.28%
−28.21%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
97.78%
73.60%
Median Rolling Year
13.22%
13.43%
5-Year Rolling Windows Positive
100.00%
88.30%
Market-Cap Mix
L 74% · M 13% · S 9%
—
Number of Stocks
15
—
Portfolio P/E
27.97
—
Top 5 Holdings
—
Kirloskar Pneumatic Company Ltd · 4.87%
Jio Financial Services Ltd · 4.53%
Bharat Dynamics Ltd · 4.21%
Trent Ltd · 4.20%
Galaxy Surfactants Ltd · 4.15%
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%