Portfolio Management Services (PMS)Compare Schemes
ASK Life Portfolio vs Shriram Future GEMS
Add SchemeGrowth of ₹1 Crore
ASK Life Portfolio
Shriram Future GEMS
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%
2.93%
6 Months
−7.08%
1.59%
1 Year
−4.02%
25.48%
3 Years
1.10%
—
5 Years
2.02%
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Since Inception
13.04%
30.29%
Fund Age
17 yrs 10 mo
18 mo
AUM
₹50.53 Cr
₹0.8 Cr
Alpha – 1 Year
−3.59%
25.83%
Alpha – 3 Years
−7.46%
—
Information Ratio – 3 Years
-1.28
—
Volatility – 1 Year
16.65%
16.88%
Volatility – 3 Years
15.47%
—
Beta – 1 Year
1.04
0.86
Beta – 3 Years
1.04
—
Sharpe Ratio – 1 Year
-0.49
1.13
Sharpe Ratio – 3 Years
-0.20
—
Worst Rolling Year
-4.00%
—
Value at Worst Rolling Year
₹0.96 Cr
—
Deepest Drawdown
−23.28%
−15.67%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
97.78%
—
Median Rolling Year
13.22%
—
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 74% · M 13% · S 9%
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Number of Stocks
15
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Portfolio P/E
27.97
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Top 5 Holdings
—
Bank of Maharashtra · 6.58%
CSB Bank Ltd · 6.35%
ASK Automotive Ltd · 5.98%
State Bank of India · 5.81%
Samvardhana Motherson International Ltd · 5.69%
Top Sectors
Financial Services · 36.35%
Construction · 10.24%
Capital Goods · 10.15%
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Fixed Fee
—
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Performance Fee / Plan
—
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Exit Load (Y1 / Y2 / Y3)
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