Portfolio Management Services (PMS)Compare Schemes
ASK Life Portfolio vs SHREE RAMA MANAGERS - Shree Lakshmi Plan
Add SchemeGrowth of ₹1 Crore
ASK Life Portfolio
SHREE RAMA MANAGERS - Shree Lakshmi Plan
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%
−1.73%
6 Months
−7.08%
6.62%
1 Year
−4.02%
3.66%
3 Years
1.10%
7.96%
5 Years
2.02%
—
Since Inception
13.04%
12.37%
Fund Age
17 yrs 10 mo
4 yrs 2 mo
AUM
₹50.53 Cr
₹134.62 Cr
Alpha – 1 Year
−3.59%
0.68%
Alpha – 3 Years
−7.46%
−3.93%
Information Ratio – 3 Years
-1.28
-0.10
Volatility – 1 Year
16.65%
21.69%
Volatility – 3 Years
15.47%
21.88%
Beta – 1 Year
1.04
1.14
Beta – 3 Years
1.04
1.11
Sharpe Ratio – 1 Year
-0.49
0.02
Sharpe Ratio – 3 Years
-0.20
0.21
Worst Rolling Year
-4.00%
7.96%
Value at Worst Rolling Year
₹0.96 Cr
₹1.08 Cr
Deepest Drawdown
−23.28%
−29.81%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
97.78%
100.00%
Median Rolling Year
13.22%
15.34%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 74% · M 13% · S 9%
—
Number of Stocks
15
—
Portfolio P/E
27.97
—
Top 5 Holdings
—
—
Top Sectors
Financial Services · 36.35%
Construction · 10.24%
Capital Goods · 10.15%
—
Fixed Fee
—
0.90% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
3% / 2% / 1%