Portfolio Management Services (PMS)Compare Schemes
ASK Life Portfolio vs Quest Investment Managers – Multi
Add SchemeGrowth of ₹1 Crore
ASK Life Portfolio
Quest Investment Managers – Multi
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%
6.28%
6 Months
−7.08%
16.32%
1 Year
−4.02%
11.67%
3 Years
1.10%
19.26%
5 Years
2.02%
13.96%
Since Inception
13.04%
16.00%
Fund Age
17 yrs 10 mo
12 yrs
AUM
₹50.53 Cr
₹725.3 Cr
Alpha – 1 Year
−3.59%
6.95%
Alpha – 3 Years
−7.46%
7.18%
Information Ratio – 3 Years
-1.28
0.87
Volatility – 1 Year
16.65%
21.97%
Volatility – 3 Years
15.47%
19.77%
Beta – 1 Year
1.04
1.15
Beta – 3 Years
1.04
1.13
Sharpe Ratio – 1 Year
-0.49
0.37
Sharpe Ratio – 3 Years
-0.20
0.73
Worst Rolling Year
-4.00%
-10.23%
Value at Worst Rolling Year
₹0.96 Cr
₹0.90 Cr
Deepest Drawdown
−23.28%
−25.02%
Recovery Period
Not yet recovered
525 days
1-Year Rolling Windows Positive
97.78%
93.09%
Median Rolling Year
13.22%
18.93%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 74% · M 13% · S 9%
L 29% · M 26% · S 42%
Number of Stocks
15
34
Portfolio P/E
27.97
42.87
Top 5 Holdings
—
Coforge Ltd · 6.37%
Sansera Engineering Ltd · 6.13%
Eternal Ltd · 5.92%
Piramal Pharma Ltd · 5.00%
One 97 Communications Ltd · 4.61%
Top Sectors
Financial Services · 36.35%
Construction · 10.24%
Capital Goods · 10.15%
Financial Services · 25.07%
Consumer Services · 16.51%
Information Technology · 10.93%
Fixed Fee
—
2.50% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
1% / 0% / 0%