Portfolio Management Services (PMS)Compare Schemes
ASK Life Portfolio vs Quest Investment Managers – Flagship
Add SchemeGrowth of ₹1 Crore
ASK Life Portfolio
Quest Investment Managers – Flagship
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%
6.42%
6 Months
−7.08%
15.63%
1 Year
−4.02%
0.27%
3 Years
1.10%
12.69%
5 Years
2.02%
8.81%
Since Inception
13.04%
15.48%
Fund Age
17 yrs 10 mo
18 yrs 10 mo
AUM
₹50.53 Cr
₹406.27 Cr
Alpha – 1 Year
−3.59%
−4.45%
Alpha – 3 Years
−7.46%
0.61%
Information Ratio – 3 Years
-1.28
0.21
Volatility – 1 Year
16.65%
22.89%
Volatility – 3 Years
15.47%
19.09%
Beta – 1 Year
1.04
1.13
Beta – 3 Years
1.04
1.05
Sharpe Ratio – 1 Year
-0.49
-0.11
Sharpe Ratio – 3 Years
-0.20
0.45
Worst Rolling Year
-4.00%
-10.83%
Value at Worst Rolling Year
₹0.96 Cr
₹0.89 Cr
Deepest Drawdown
−23.28%
−31.17%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
97.78%
91.19%
Median Rolling Year
13.22%
17.32%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 74% · M 13% · S 9%
L 28% · M 26% · S 45%
Number of Stocks
15
29
Portfolio P/E
27.97
38.78
Top 5 Holdings
—
Eternal Ltd · 7.83%
Piramal Pharma Ltd · 7.40%
Viyash Scientific Ltd · 6.22%
Coforge Ltd · 6.21%
Samhi Hotels Ltd · 4.95%
Top Sectors
Financial Services · 36.35%
Construction · 10.24%
Capital Goods · 10.15%
Consumer Services · 22.99%
Financial Services · 16.79%
Healthcare · 16.78%
Fixed Fee
—
2.50% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
1% / 0% / 0%