Portfolio Management Services (PMS)Compare Schemes
ASK Life Portfolio vs Sundaram Alternate - VOYAGER
Add SchemeGrowth of ₹1 Crore
ASK Life Portfolio
Sundaram Alternate - VOYAGER
Return for the risk
3 yrs return
-5%
0%
5%
10%
15%
20%
25%
30%
NIFTY 50 Total Return Index · 8.6%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.82%
4.52%
6 Months
−7.08%
24.02%
1 Year
−4.02%
36.06%
3 Years
1.10%
24.43%
5 Years
2.02%
16.10%
Since Inception
13.04%
15.98%
Fund Age
17 yrs 10 mo
14 yrs 10 mo
AUM
₹50.53 Cr
₹214.08 Cr
Alpha – 1 Year
−3.59%
31.34%
Alpha – 3 Years
−7.46%
12.34%
Information Ratio – 3 Years
-1.28
1.07
Volatility – 1 Year
16.65%
26.85%
Volatility – 3 Years
15.47%
19.70%
Beta – 1 Year
1.04
1.34
Beta – 3 Years
1.04
1.03
Sharpe Ratio – 1 Year
-0.49
1.08
Sharpe Ratio – 3 Years
-0.20
0.96
Worst Rolling Year
-4.00%
-9.81%
Value at Worst Rolling Year
₹0.96 Cr
₹0.90 Cr
Deepest Drawdown
−23.28%
−18.65%
Recovery Period
Not yet recovered
63 days
1-Year Rolling Windows Positive
97.78%
90.43%
Median Rolling Year
13.22%
15.98%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 74% · M 13% · S 9%
L 40% · M 33% · S 24%
Number of Stocks
15
31
Portfolio P/E
27.97
42.55
Top 5 Holdings
—
MTAR Technologies Ltd · 6.82%
GE Vernova T&D India Ltd · 5.77%
Cholamandalam Investment & Finance Company Ltd · 4.85%
Neuland Laboratories Ltd · 4.41%
CreditAccess Grameen Ltd · 4.30%
Top Sectors
Financial Services · 36.35%
Construction · 10.24%
Capital Goods · 10.15%
Capital Goods · 34.04%
Financial Services · 24.92%
Healthcare · 11.22%
Fixed Fee
—
2.50% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
1% / 0% / 0%