Portfolio Management Services (PMS)Compare Schemes
ASK Strategic vs Ayan-PriceBridge Upswing
Add SchemeGrowth of ₹1 Crore
ASK Strategic
Ayan-PriceBridge Upswing
Return for the risk
3 yrs return
0%
5%
10%
15%
Nifty 500 · 11.9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.77%
0.67%
6 Months
−2.32%
6.20%
1 Year
−4.30%
9.45%
3 Years
4.86%
11.74%
5 Years
5.12%
—
Since Inception
13.15%
12.77%
Fund Age
16 yrs 7 mo
3 yrs 7 mo
AUM
₹21.07 Cr
₹223.43 Cr
Alpha – 1 Year
−7.28%
9.88%
Alpha – 3 Years
−7.02%
3.17%
Information Ratio – 3 Years
-1.10
0.40
Volatility – 1 Year
16.85%
16.24%
Volatility – 3 Years
18.06%
16.22%
Beta – 1 Year
0.95
0.89
Beta – 3 Years
1.07
1.02
Sharpe Ratio – 1 Year
-0.50
0.30
Sharpe Ratio – 3 Years
0.05
0.44
Worst Rolling Year
-4.57%
11.49%
Value at Worst Rolling Year
₹0.95 Cr
₹1.11 Cr
Deepest Drawdown
−24.09%
−24.20%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
95.10%
100.00%
Median Rolling Year
13.12%
13.89%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 12% · M 53% · S 34%
L 45% · M 31% · S 19%
Number of Stocks
34
96
Portfolio P/E
41.34
27.01
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%
Bosch Ltd · 3.98%
Redington Ltd · 3.65%
Tech Mahindra Ltd · 3.48%
Max Healthcare Institute Ltd · 3.45%
Hindalco Industries Ltd · 3.41%
Top Sectors
Financial Services · 25.99%
Capital Goods · 14.02%
Healthcare · 9.57%
Healthcare · 15.55%
Financial Services · 15.06%
Capital Goods · 12.55%
Fixed Fee
—
1.35% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
0% / 0% / 0%