Portfolio Management Services (PMS)Compare Schemes
ASK Life Portfolio vs Tamohara - Q Strategy
Add SchemeGrowth of ₹1 Crore
ASK Life Portfolio
Tamohara - Q Strategy
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%
−0.46%
6 Months
−7.08%
6.77%
1 Year
−4.02%
7.38%
3 Years
1.10%
9.03%
5 Years
2.02%
—
Since Inception
13.04%
10.29%
Fund Age
17 yrs 10 mo
4 yrs 2 mo
AUM
₹50.53 Cr
₹9.69 Cr
Alpha – 1 Year
−3.59%
7.73%
Alpha – 3 Years
−7.46%
0.04%
Information Ratio – 3 Years
-1.28
0.09
Volatility – 1 Year
16.65%
17.08%
Volatility – 3 Years
15.47%
16.18%
Beta – 1 Year
1.04
0.95
Beta – 3 Years
1.04
1.08
Sharpe Ratio – 1 Year
-0.49
0.20
Sharpe Ratio – 3 Years
-0.20
0.33
Worst Rolling Year
-4.00%
7.39%
Value at Worst Rolling Year
₹0.96 Cr
₹1.07 Cr
Deepest Drawdown
−23.28%
−24.88%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
97.78%
100.00%
Median Rolling Year
13.22%
9.85%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 74% · M 13% · S 9%
L 41% · M 53%
Number of Stocks
15
22
Portfolio P/E
27.97
44.95
Top 5 Holdings
—
Hero MotoCorp Ltd · 4.91%
Eicher Motors Ltd · 4.84%
Sun Pharmaceutical Industries Ltd · 4.82%
Pidilite Industries Ltd · 4.82%
Oracle Financial Services Software Ltd · 4.77%
Top Sectors
Financial Services · 36.35%
Construction · 10.24%
Capital Goods · 10.15%
Automobile and Auto Components · 19.25%
Healthcare · 17.26%
Fast Moving Consumer Goods · 13.44%
Fixed Fee
—
2.00% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
1% / – / –