Portfolio Management Services (PMS)Compare Schemes
ASK Life Portfolio vs Right Horizons - All Seasons
Add SchemeGrowth of ₹1 Crore
ASK Life Portfolio
Right Horizons - All Seasons
Return for the risk
3 yrs return
-5%
0%
5%
10%
15%
20%
NIFTY 50 Total Return Index · 8.6%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.82%
1.32%
6 Months
−7.08%
3.83%
1 Year
−4.02%
9.77%
3 Years
1.10%
13.19%
5 Years
2.02%
12.01%
Since Inception
13.04%
14.38%
Fund Age
17 yrs 10 mo
6 yrs 8 mo
AUM
₹50.53 Cr
₹42.66 Cr
Alpha – 1 Year
−3.59%
3.80%
Alpha – 3 Years
−7.46%
2.30%
Information Ratio – 3 Years
-1.28
0.23
Volatility – 1 Year
16.65%
15.84%
Volatility – 3 Years
15.47%
12.64%
Beta – 1 Year
1.04
1.56
Beta – 3 Years
1.04
1.48
Sharpe Ratio – 1 Year
-0.49
0.32
Sharpe Ratio – 3 Years
-0.20
0.70
Worst Rolling Year
-4.00%
9.09%
Value at Worst Rolling Year
₹0.96 Cr
₹1.09 Cr
Deepest Drawdown
−23.28%
−15.18%
Recovery Period
Not yet recovered
119 days
1-Year Rolling Windows Positive
97.78%
100.00%
Median Rolling Year
13.22%
15.49%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 74% · M 13% · S 9%
L 37% · M 21% · S 27%
Number of Stocks
15
16
Portfolio P/E
27.97
—
Top 5 Holdings
—
AXIS Small Cap Fund - Direct (G) · 11.23%
Kotak Mid Cap Fund - Direct (G) · 10.51%
Mirae Asset Large Cap Fund - Direct (G) · 9.65%
ICICI Pru Balanced Advantage Fund - Dir (G) · 9.27%
Motilal Oswal Nifty Bank Index Fund - Direct (G) · 6.76%
Top Sectors
Financial Services · 36.35%
Construction · 10.24%
Capital Goods · 10.15%
Financial Services · 31.17%
Others · 8.92%
Capital Goods · 8.08%
Fixed Fee
—
2.50% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
2% / 1% / 0%