Portfolio Management Services (PMS)Compare Schemes
ASK Strategic vs Aurum Multiplier Portfolio
Add SchemeGrowth of ₹1 Crore
ASK Strategic
Aurum Multiplier Portfolio
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
25%
Nifty 500 · 11.9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.77%
3.22%
6 Months
−2.32%
21.55%
1 Year
−4.30%
12.76%
3 Years
4.86%
17.77%
5 Years
5.12%
17.56%
Since Inception
13.15%
17.72%
Fund Age
16 yrs 7 mo
6 yrs 8 mo
AUM
₹21.07 Cr
₹42.03 Cr
Alpha – 1 Year
−7.28%
8.04%
Alpha – 3 Years
−7.02%
5.68%
Information Ratio – 3 Years
-1.10
0.47
Volatility – 1 Year
16.85%
28.82%
Volatility – 3 Years
18.06%
20.90%
Beta – 1 Year
0.95
1.51
Beta – 3 Years
1.07
1.13
Sharpe Ratio – 1 Year
-0.50
0.37
Sharpe Ratio – 3 Years
0.05
0.64
Worst Rolling Year
-4.57%
11.09%
Value at Worst Rolling Year
₹0.95 Cr
₹1.11 Cr
Deepest Drawdown
−24.09%
−23.45%
Recovery Period
Not yet recovered
91 days
1-Year Rolling Windows Positive
95.10%
100.00%
Median Rolling Year
13.12%
21.94%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 12% · M 53% · S 34%
—
Number of Stocks
34
—
Portfolio P/E
41.34
—
Top 5 Holdings
ABB India Ltd · 5.38%
Mahindra & Mahindra Financial Services Ltd · 5.34%
Dr Lal Pathlabs Ltd · 4.74%
Atul Ltd · 4.18%
Supreme Industries Ltd · 3.81%
Greaves Cotton Ltd · 0.00%
Welspun Corp Ltd · 0.00%
S J S Enterprises Ltd · 0.00%
Star Health & Allied Insurance Company Ltd · 0.00%
Welspun Corp Ltd · 0.00%
Top Sectors
Financial Services · 25.99%
Capital Goods · 14.02%
Healthcare · 9.57%
—
Fixed Fee
—
2.50% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
2% / 0% / 0%