Portfolio Management Services (PMS)Compare Schemes
ASK Life Portfolio vs MoneyGrow Asset-Large Midcap
Add SchemeGrowth of ₹1 Crore
ASK Life Portfolio
MoneyGrow Asset-Large Midcap
Return for the risk
3 yrs return
-5%
0%
5%
10%
15%
20%
NIFTY 50 Total Return Index · 8.6%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.82%
1.12%
6 Months
−7.08%
9.15%
1 Year
−4.02%
11.50%
3 Years
1.10%
15.21%
5 Years
2.02%
—
Since Inception
13.04%
17.99%
Fund Age
17 yrs 10 mo
3 yrs 4 mo
AUM
₹50.53 Cr
₹113.51 Cr
Alpha – 1 Year
−3.59%
11.85%
Alpha – 3 Years
−7.46%
6.21%
Information Ratio – 3 Years
-1.28
0.97
Volatility – 1 Year
16.65%
21.57%
Volatility – 3 Years
15.47%
16.25%
Beta – 1 Year
1.04
1.26
Beta – 3 Years
1.04
1.09
Sharpe Ratio – 1 Year
-0.49
0.37
Sharpe Ratio – 3 Years
-0.20
0.63
Worst Rolling Year
-4.00%
14.24%
Value at Worst Rolling Year
₹0.96 Cr
₹1.14 Cr
Deepest Drawdown
−23.28%
−19.23%
Recovery Period
Not yet recovered
79 days
1-Year Rolling Windows Positive
97.78%
100.00%
Median Rolling Year
13.22%
15.47%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 74% · M 13% · S 9%
L 33% · M 28% · S 38%
Number of Stocks
15
—
Portfolio P/E
27.97
—
Top 5 Holdings
—
—
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)
—
3% / 2% / 1%