Portfolio Management Services (PMS)Compare Schemes
ASK Life Portfolio vs Motilal Oswal-Founders
Add SchemeGrowth of ₹1 Crore
ASK Life Portfolio
Motilal Oswal-Founders
Return for the risk
3 yrs return
-5%
0%
5%
10%
15%
20%
25%
NIFTY 50 Total Return Index · 8.6%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.82%
0.25%
6 Months
−7.08%
15.19%
1 Year
−4.02%
3.21%
3 Years
1.10%
19.65%
5 Years
2.02%
—
Since Inception
13.04%
25.09%
Fund Age
17 yrs 10 mo
3 yrs 5 mo
AUM
₹50.53 Cr
₹4,148.34 Cr
Alpha – 1 Year
−3.59%
0.23%
Alpha – 3 Years
−7.46%
7.77%
Information Ratio – 3 Years
-1.28
0.62
Volatility – 1 Year
16.65%
21.54%
Volatility – 3 Years
15.47%
22.15%
Beta – 1 Year
1.04
1.06
Beta – 3 Years
1.04
1.15
Sharpe Ratio – 1 Year
-0.49
-0.01
Sharpe Ratio – 3 Years
-0.20
0.68
Worst Rolling Year
-4.00%
19.49%
Value at Worst Rolling Year
₹0.96 Cr
₹1.19 Cr
Deepest Drawdown
−23.28%
−27.91%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
97.78%
100.00%
Median Rolling Year
13.22%
21.76%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 74% · M 13% · S 9%
L 26% · M 35% · S 37%
Number of Stocks
15
26
Portfolio P/E
27.97
55.82
Top 5 Holdings
—
Eternal Ltd · 5.70%
Ather Energy Ltd · 5.24%
Shriram Finance Ltd · 5.04%
PTC Industries Ltd · 4.99%
One 97 Communications Ltd · 4.88%
Top Sectors
Financial Services · 36.35%
Construction · 10.24%
Capital Goods · 10.15%
Capital Goods · 28.96%
Financial Services · 21.55%
Consumer Services · 8.59%
Fixed Fee
—
2.50% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
2% / 0% / 0%