Portfolio Management Services (PMS)Compare Schemes
ASK Strategic vs Care PMS - Large & Midcap Strategy
Add SchemeGrowth of ₹1 Crore
ASK Strategic
Care PMS - Large & Midcap Strategy
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%
−1.86%
6 Months
−2.32%
0.50%
1 Year
−4.30%
6.34%
3 Years
4.86%
19.74%
5 Years
5.12%
16.62%
Since Inception
13.15%
20.10%
Fund Age
16 yrs 7 mo
6 yrs 1 mo
AUM
₹21.07 Cr
₹56.91 Cr
Alpha – 1 Year
−7.28%
1.64%
Alpha – 3 Years
−7.02%
7.64%
Information Ratio – 3 Years
-1.10
0.90
Volatility – 1 Year
16.85%
16.52%
Volatility – 3 Years
18.06%
17.18%
Beta – 1 Year
0.95
0.89
Beta – 3 Years
1.07
1.04
Sharpe Ratio – 1 Year
-0.50
0.14
Sharpe Ratio – 3 Years
0.05
0.84
Worst Rolling Year
-4.57%
18.93%
Value at Worst Rolling Year
₹0.95 Cr
₹1.19 Cr
Deepest Drawdown
−24.09%
−18.72%
Recovery Period
Not yet recovered
245 days
1-Year Rolling Windows Positive
95.10%
100.00%
Median Rolling Year
13.12%
25.30%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 12% · M 53% · S 34%
L 59% · M 40%
Number of Stocks
34
20
Portfolio P/E
41.34
27.00
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%
Zydus Lifesciences Ltd · 12.94%
UltraTech Cement Ltd · 10.19%
Hindalco Industries Ltd · 8.37%
Coromandel International Ltd · 8.27%
Larsen & Toubro Ltd · 7.24%
Top Sectors
Financial Services · 25.99%
Capital Goods · 14.02%
Healthcare · 9.57%
Healthcare · 19.74%
Metals & Mining · 18.68%
Chemicals · 12.76%
Fixed Fee
—
2.00% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
0% / 0% / 0%