Portfolio Management Services (PMS)Compare Schemes
ASK Life Portfolio vs Silver Arch - India Equity Portfolio
Add SchemeGrowth of ₹1 Crore
ASK Life Portfolio
Silver Arch - India Equity Portfolio
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%
6.91%
6 Months
−7.08%
15.63%
1 Year
−4.02%
20.01%
3 Years
1.10%
17.10%
5 Years
2.02%
15.64%
Since Inception
13.04%
13.05%
Fund Age
17 yrs 10 mo
8 yrs 11 mo
AUM
₹50.53 Cr
₹46.46 Cr
Alpha – 1 Year
−3.59%
15.29%
Alpha – 3 Years
−7.46%
5.01%
Information Ratio – 3 Years
-1.28
0.88
Volatility – 1 Year
16.65%
20.61%
Volatility – 3 Years
15.47%
19.98%
Beta – 1 Year
1.04
0.94
Beta – 3 Years
1.04
1.02
Sharpe Ratio – 1 Year
-0.49
0.73
Sharpe Ratio – 3 Years
-0.20
0.85
Worst Rolling Year
-4.00%
-3.76%
Value at Worst Rolling Year
₹0.96 Cr
₹0.96 Cr
Deepest Drawdown
−23.28%
−27.72%
Recovery Period
Not yet recovered
476 days
1-Year Rolling Windows Positive
97.78%
93.14%
Median Rolling Year
13.22%
19.74%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 74% · M 13% · S 9%
L 27% · M 34% · S 33%
Number of Stocks
15
25
Portfolio P/E
27.97
41.42
Top 5 Holdings
—
Bharat Electronics Ltd · 6.50%
Bharat Heavy Electricals Ltd · 6.00%
Multi Commodity Exchange of India Ltd · 5.50%
Cash & Cash Equivalent · 5.00%
Muthoot Finance Ltd · 5.00%
Top Sectors
Financial Services · 36.35%
Construction · 10.24%
Capital Goods · 10.15%
Capital Goods · 35.00%
Financial Services · 21.00%
Metals & Mining · 18.50%
Fixed Fee
—
1.00% / yr
Performance Fee / Plan
—
10% of profit
Exit Load (Y1 / Y2 / Y3)
—
0% / 0% / 0%