Portfolio Management Services (PMS)Compare Schemes
ASK Strategic vs Centrum PMS - Build to Last
Add SchemeGrowth of ₹1 Crore
ASK Strategic
Centrum PMS - Build to Last
Return for the risk
3 yrs return
0%
5%
10%
15%
Nifty 500 · 11.9%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.77%
−0.04%
6 Months
−2.32%
−3.71%
1 Year
−4.30%
−1.23%
3 Years
4.86%
7.88%
5 Years
5.12%
5.71%
Since Inception
13.15%
9.28%
Fund Age
16 yrs 7 mo
7 yrs 1 mo
AUM
₹21.07 Cr
₹2.48 Cr
Alpha – 1 Year
−7.28%
−5.95%
Alpha – 3 Years
−7.02%
−4.21%
Information Ratio – 3 Years
-1.10
-1.27
Volatility – 1 Year
16.85%
17.16%
Volatility – 3 Years
18.06%
14.17%
Beta – 1 Year
0.95
0.98
Beta – 3 Years
1.07
0.90
Sharpe Ratio – 1 Year
-0.50
-0.29
Sharpe Ratio – 3 Years
0.05
0.17
Worst Rolling Year
-4.57%
5.24%
Value at Worst Rolling Year
₹0.95 Cr
₹1.05 Cr
Deepest Drawdown
−24.09%
−16.54%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
95.10%
100.00%
Median Rolling Year
13.12%
11.29%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 12% · M 53% · S 34%
L 92% · M 4%
Number of Stocks
34
26
Portfolio P/E
41.34
29.84
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%
HDFC Bank Ltd · 9.71%
Reliance Industries Ltd · 7.63%
Bharat Electronics Ltd · 6.87%
Adani Ports & Special Economic Zone Ltd · 6.13%
Mahindra & Mahindra Ltd · 4.90%
Top Sectors
Financial Services · 25.99%
Capital Goods · 14.02%
Healthcare · 9.57%
Financial Services · 24.30%
Capital Goods · 11.53%
Automobile and Auto Components · 11.45%
Fixed Fee
—
1.75% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
0% / 0% / 0%