Portfolio Management Services (PMS)Compare Schemes
ASK Life Portfolio vs Tcg India Investment Opportunities Portfolio
Add SchemeGrowth of ₹1 Crore
ASK Life Portfolio
Tcg India Investment Opportunities Portfolio
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%
4.64%
6 Months
−7.08%
20.32%
1 Year
−4.02%
29.93%
3 Years
1.10%
—
5 Years
2.02%
—
Since Inception
13.04%
15.24%
Fund Age
17 yrs 10 mo
1 yr 9 mo
AUM
₹50.53 Cr
₹3.17 Cr
Alpha – 1 Year
−3.59%
25.21%
Alpha – 3 Years
−7.46%
—
Information Ratio – 3 Years
-1.28
—
Volatility – 1 Year
16.65%
24.54%
Volatility – 3 Years
15.47%
—
Beta – 1 Year
1.04
1.19
Beta – 3 Years
1.04
—
Sharpe Ratio – 1 Year
-0.49
0.97
Sharpe Ratio – 3 Years
-0.20
—
Worst Rolling Year
-4.00%
—
Value at Worst Rolling Year
₹0.96 Cr
—
Deepest Drawdown
−23.28%
−12.48%
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%
L 28% · M 19% · S 50%
Number of Stocks
15
36
Portfolio P/E
27.97
71.00
Top 5 Holdings
—
Welspun Corp Ltd · 4.98%
GE Vernova T&D India Ltd · 4.59%
Reliance Industries Ltd · 4.58%
Larsen & Toubro Ltd · 4.42%
Hitachi Energy India Ltd · 4.36%
Top Sectors
Financial Services · 36.35%
Construction · 10.24%
Capital Goods · 10.15%
Capital Goods · 56.15%
Telecommunication · 5.56%
Metals & Mining · 5.54%
Fixed Fee
—
2.50% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
1% / – / –