Portfolio Management Services (PMS)Compare Schemes
ASK Life Portfolio vs Wright Factor Fund
Add SchemeGrowth of ₹1 Crore
ASK Life Portfolio
Wright Factor Fund
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%
10.96%
6 Months
−7.08%
14.84%
1 Year
−4.02%
16.93%
3 Years
1.10%
—
5 Years
2.02%
—
Since Inception
13.04%
20.33%
Fund Age
17 yrs 10 mo
3 yrs
AUM
₹50.53 Cr
₹214.05 Cr
Alpha – 1 Year
−3.59%
12.21%
Alpha – 3 Years
−7.46%
—
Information Ratio – 3 Years
-1.28
0.51
Volatility – 1 Year
16.65%
22.29%
Volatility – 3 Years
15.47%
21.03%
Beta – 1 Year
1.04
0.97
Beta – 3 Years
1.04
0.97
Sharpe Ratio – 1 Year
-0.49
0.57
Sharpe Ratio – 3 Years
-0.20
0.72
Worst Rolling Year
-4.00%
18.92%
Value at Worst Rolling Year
₹0.96 Cr
₹1.19 Cr
Deepest Drawdown
−23.28%
−27.91%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
97.78%
100.00%
Median Rolling Year
13.22%
19.26%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 74% · M 13% · S 9%
L 12% · M 21% · S 55%
Number of Stocks
15
25
Portfolio P/E
27.97
38.40
Top 5 Holdings
—
Indian Railway Finance Corporation Ltd · 5.89%
The Bombay Burmah Trading Corporation Ltd · 5.64%
Safari Industries (India) Ltd · 5.63%
Maharashtra Scooters Ltd · 5.05%
Power Finance Corporation Ltd · 4.88%
Top Sectors
Financial Services · 36.35%
Construction · 10.24%
Capital Goods · 10.15%
—
Fixed Fee
—
1.50% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
0% / 0% / 0%