Portfolio Management Services (PMS)Compare Schemes
ASK Life Portfolio vs Motilal Oswal - India Growth Strategy
Add SchemeGrowth of ₹1 Crore
ASK Life Portfolio
Motilal Oswal - India Growth Strategy
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%
1.02%
6 Months
−7.08%
20.43%
1 Year
−4.02%
14.98%
3 Years
1.10%
—
5 Years
2.02%
—
Since Inception
13.04%
20.69%
Fund Age
17 yrs 10 mo
2 yrs 8 mo
AUM
₹50.53 Cr
₹320.35 Cr
Alpha – 1 Year
−3.59%
12.00%
Alpha – 3 Years
−7.46%
—
Information Ratio – 3 Years
-1.28
—
Volatility – 1 Year
16.65%
24.24%
Volatility – 3 Years
15.47%
—
Beta – 1 Year
1.04
1.26
Beta – 3 Years
1.04
—
Sharpe Ratio – 1 Year
-0.49
0.46
Sharpe Ratio – 3 Years
-0.20
—
Worst Rolling Year
-4.00%
—
Value at Worst Rolling Year
₹0.96 Cr
—
Deepest Drawdown
−23.28%
−12.04%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
97.78%
—
Median Rolling Year
13.22%
—
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 74% · M 13% · S 9%
L 5% · M 36% · S 51%
Number of Stocks
15
29
Portfolio P/E
27.97
40.22
Top 5 Holdings
—
Cash & Cash Equivalent · 7.73%
Piramal Finance Ltd · 6.28%
Syrma SGS Technology Ltd · 6.04%
Sky Gold & Diamonds Ltd · 4.81%
PG Electroplast Ltd · 4.57%
Top Sectors
Financial Services · 36.35%
Construction · 10.24%
Capital Goods · 10.15%
Financial Services · 29.63%
Capital Goods · 20.16%
Consumer Durables · 13.44%
Fixed Fee
—
2.50% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
2% / 0% / 0%