Portfolio Management Services (PMS)Compare Schemes
ASK Strategic vs Buoyant - Opportunities
Add SchemeGrowth of ₹1 Crore
ASK Strategic
Buoyant - Opportunities
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
Nifty 500 · 11.9%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.77%
1.73%
6 Months
−2.32%
2.87%
1 Year
−4.30%
8.13%
3 Years
4.86%
16.18%
5 Years
5.12%
18.39%
Since Inception
13.15%
20.76%
Fund Age
16 yrs 7 mo
10 yrs
AUM
₹21.07 Cr
₹12,257.23 Cr
Alpha – 1 Year
−7.28%
5.15%
Alpha – 3 Years
−7.02%
4.29%
Information Ratio – 3 Years
-1.10
0.41
Volatility – 1 Year
16.85%
17.45%
Volatility – 3 Years
18.06%
14.35%
Beta – 1 Year
0.95
0.98
Beta – 3 Years
1.07
0.87
Sharpe Ratio – 1 Year
-0.50
0.22
Sharpe Ratio – 3 Years
0.05
0.68
Worst Rolling Year
-4.57%
-5.58%
Value at Worst Rolling Year
₹0.95 Cr
₹0.94 Cr
Deepest Drawdown
−24.09%
−13.15%
Recovery Period
Not yet recovered
92 days
1-Year Rolling Windows Positive
95.10%
87.09%
Median Rolling Year
13.12%
23.41%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 12% · M 53% · S 34%
L 55% · M 21% · S 12%
Number of Stocks
34
40
Portfolio P/E
41.34
24.82
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%
Cash & Cash Equivalent · 7.56%
ICICI Bank Ltd · 7.26%
Axis Bank Ltd · 5.83%
Other Funds · 3.82%
Bharti Airtel Ltd · 3.73%
Top Sectors
Financial Services · 25.99%
Capital Goods · 14.02%
Healthcare · 9.57%
—
Fixed Fee
—
2.00% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
0% / 0% / 0%