Portfolio Management Services (PMS)Compare Schemes
ASK Life Portfolio vs Motilal Oswal - Ethical
Add SchemeGrowth of ₹1 Crore
ASK Life Portfolio
Motilal Oswal - Ethical
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%
1.53%
6 Months
−7.08%
18.13%
1 Year
−4.02%
13.15%
3 Years
1.10%
14.12%
5 Years
2.02%
11.96%
Since Inception
13.04%
13.25%
Fund Age
17 yrs 10 mo
5 yrs 1 mo
AUM
₹50.53 Cr
₹77.09 Cr
Alpha – 1 Year
−3.59%
10.17%
Alpha – 3 Years
−7.46%
2.24%
Information Ratio – 3 Years
-1.28
0.36
Volatility – 1 Year
16.65%
23.76%
Volatility – 3 Years
15.47%
19.81%
Beta – 1 Year
1.04
1.23
Beta – 3 Years
1.04
1.14
Sharpe Ratio – 1 Year
-0.49
0.40
Sharpe Ratio – 3 Years
-0.20
0.50
Worst Rolling Year
-4.00%
8.04%
Value at Worst Rolling Year
₹0.96 Cr
₹1.08 Cr
Deepest Drawdown
−23.28%
−27.15%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
97.78%
100.00%
Median Rolling Year
13.22%
16.70%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 74% · M 13% · S 9%
L 28% · M 28% · S 44%
Number of Stocks
15
20
Portfolio P/E
27.97
52.66
Top 5 Holdings
—
Syrma SGS Technology Ltd · 8.40%
Cummins India Ltd · 7.80%
KEI Industries Ltd · 7.75%
Apar Industries Ltd · 7.60%
Global Health Ltd · 7.45%
Top Sectors
Financial Services · 36.35%
Construction · 10.24%
Capital Goods · 10.15%
Capital Goods · 46.87%
Consumer Durables · 14.47%
Information Technology · 13.64%
Fixed Fee
—
2.50% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
2% / 0% / 0%