Portfolio Management Services (PMS)Compare Schemes
ASK Life Portfolio vs SVAN Velocity
Add SchemeGrowth of ₹1 Crore
ASK Life Portfolio
SVAN Velocity
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%
3.40%
6 Months
−7.08%
21.77%
1 Year
−4.02%
16.05%
3 Years
1.10%
23.24%
5 Years
2.02%
—
Since Inception
13.04%
24.82%
Fund Age
17 yrs 10 mo
3 yrs 1 mo
AUM
₹50.53 Cr
₹415.03 Cr
Alpha – 1 Year
−3.59%
11.33%
Alpha – 3 Years
−7.46%
11.15%
Information Ratio – 3 Years
-1.28
0.72
Volatility – 1 Year
16.65%
25.50%
Volatility – 3 Years
15.47%
24.35%
Beta – 1 Year
1.04
1.34
Beta – 3 Years
1.04
1.27
Sharpe Ratio – 1 Year
-0.49
0.50
Sharpe Ratio – 3 Years
-0.20
0.77
Worst Rolling Year
-4.00%
23.24%
Value at Worst Rolling Year
₹0.96 Cr
₹1.23 Cr
Deepest Drawdown
−23.28%
−25.33%
Recovery Period
Not yet recovered
104 days
1-Year Rolling Windows Positive
97.78%
100.00%
Median Rolling Year
13.22%
24.73%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 74% · M 13% · S 9%
M 2% · S 95%
Number of Stocks
15
—
Portfolio P/E
27.97
—
Top 5 Holdings
—
V2 Retail Ltd · 4.95%
Caplin Point Laboratories Ltd · 3.58%
Indo Count Industries Ltd · 3.48%
HEG Ltd · 3.28%
CEAT Ltd · 3.21%
Top Sectors
Financial Services · 36.35%
Construction · 10.24%
Capital Goods · 10.15%
—
Fixed Fee
—
1.50% / yr
Performance Fee / Plan
—
20% of profit, above 10%
Exit Load (Y1 / Y2 / Y3)
—
3% / – / –