Portfolio Management Services (PMS)Compare Schemes
ASK Life Portfolio vs Tulsian - PMS
Add SchemeGrowth of ₹1 Crore
ASK Life Portfolio
Tulsian - PMS
Return for the risk
3 yrs return
-5%
0%
5%
10%
15%
20%
25%
NIFTY 50 Total Return Index · 8.6%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
2.82%
2.21%
6 Months
−7.08%
21.04%
1 Year
−4.02%
21.34%
3 Years
1.10%
19.08%
5 Years
2.02%
23.67%
Since Inception
13.04%
—
Fund Age
17 yrs 10 mo
6 yrs 4 mo
AUM
₹50.53 Cr
₹364.08 Cr
Alpha – 1 Year
−3.59%
21.69%
Alpha – 3 Years
−7.46%
10.08%
Information Ratio – 3 Years
-1.28
0.52
Volatility – 1 Year
16.65%
32.28%
Volatility – 3 Years
15.47%
28.08%
Beta – 1 Year
1.04
1.47
Beta – 3 Years
1.04
1.60
Sharpe Ratio – 1 Year
-0.49
0.58
Sharpe Ratio – 3 Years
-0.20
0.57
Worst Rolling Year
-4.00%
15.61%
Value at Worst Rolling Year
₹0.96 Cr
₹1.16 Cr
Deepest Drawdown
−23.28%
−31.98%
Recovery Period
Not yet recovered
457 days
1-Year Rolling Windows Positive
97.78%
100.00%
Median Rolling Year
13.22%
28.21%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 74% · M 13% · S 9%
L 90% · M 10%
Number of Stocks
15
—
Portfolio P/E
27.97
—
Top 5 Holdings
—
Suzlon Energy Ltd · 10.00%
Hindustan Aeronautics Ltd · 10.00%
Tata Motors Passenger Vehicles Ltd · 10.00%
Mazagon Dock Shipbuilders Ltd · 10.00%
Vodafone Idea Ltd · 10.00%
Top Sectors
Financial Services · 36.35%
Construction · 10.24%
Capital Goods · 10.15%
—
Fixed Fee
—
7.50% / yr
Performance Fee / Plan
—
13% of profit, above 0%
Exit Load (Y1 / Y2 / Y3)
—
3% / 2% / 1%