Portfolio Management Services (PMS)Compare Schemes
ASK Life Portfolio vs Motilal Oswal - Multifactor Equity PMS
Add SchemeGrowth of ₹1 Crore
ASK Life Portfolio
Motilal Oswal - Multifactor Equity PMS
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%
0.47%
6 Months
−7.08%
0.32%
1 Year
−4.02%
1.03%
3 Years
1.10%
14.82%
5 Years
2.02%
11.82%
Since Inception
13.04%
13.07%
Fund Age
17 yrs 10 mo
5 yrs 2 mo
AUM
₹50.53 Cr
₹56.08 Cr
Alpha – 1 Year
−3.59%
−1.95%
Alpha – 3 Years
−7.46%
2.94%
Information Ratio – 3 Years
-1.28
0.18
Volatility – 1 Year
16.65%
13.89%
Volatility – 3 Years
15.47%
18.35%
Beta – 1 Year
1.04
0.75
Beta – 3 Years
1.04
1.00
Sharpe Ratio – 1 Year
-0.49
-0.25
Sharpe Ratio – 3 Years
-0.20
0.55
Worst Rolling Year
-4.00%
12.65%
Value at Worst Rolling Year
₹0.96 Cr
₹1.13 Cr
Deepest Drawdown
−23.28%
−26.40%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
97.78%
100.00%
Median Rolling Year
13.22%
19.77%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 74% · M 13% · S 9%
L 38% · M 29% · S 24%
Number of Stocks
15
37
Portfolio P/E
27.97
29.42
Top 5 Holdings
—
Cash & Cash Equivalent · 8.72%
Torrent Pharmaceuticals Ltd · 5.70%
Ajanta Pharma Ltd · 5.43%
TVS Motor Company Ltd · 4.72%
National Aluminium Company Ltd · 4.60%
Top Sectors
Financial Services · 36.35%
Construction · 10.24%
Capital Goods · 10.15%
Healthcare · 22.25%
Financial Services · 16.70%
Automobile and Auto Components · 16.06%
Fixed Fee
—
2.50% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
2% / 0% / 0%