Portfolio Management Services (PMS)Compare Schemes
ASK Strategic vs Centrum PMS - Micro
Add SchemeGrowth of ₹1 Crore
ASK Strategic
Centrum PMS - Micro
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
Nifty 500 · 11.9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.77%
5.99%
6 Months
−2.32%
26.63%
1 Year
−4.30%
16.86%
3 Years
4.86%
13.24%
5 Years
5.12%
17.56%
Since Inception
13.15%
16.65%
Fund Age
16 yrs 7 mo
10 yrs 1 mo
AUM
₹21.07 Cr
₹11.38 Cr
Alpha – 1 Year
−7.28%
12.14%
Alpha – 3 Years
−7.02%
1.15%
Information Ratio – 3 Years
-1.10
0.20
Volatility – 1 Year
16.85%
29.32%
Volatility – 3 Years
18.06%
24.13%
Beta – 1 Year
0.95
1.44
Beta – 3 Years
1.07
1.15
Sharpe Ratio – 1 Year
-0.50
0.48
Sharpe Ratio – 3 Years
0.05
0.50
Worst Rolling Year
-4.57%
-10.45%
Value at Worst Rolling Year
₹0.95 Cr
₹0.90 Cr
Deepest Drawdown
−24.09%
−32.02%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
95.10%
89.77%
Median Rolling Year
13.12%
20.93%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 12% · M 53% · S 34%
M 1% · S 95%
Number of Stocks
34
28
Portfolio P/E
41.34
41.96
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%
Venus Pipes & Tubes Ltd · 6.84%
Stylam Industries Ltd · 6.80%
Time Technoplast Ltd · 6.11%
S P Apparels Ltd · 5.19%
Vishnu Chemicals Ltd · 4.78%
Top Sectors
Financial Services · 25.99%
Capital Goods · 14.02%
Healthcare · 9.57%
Capital Goods · 24.94%
Textiles · 15.25%
Consumer Services · 11.78%
Fixed Fee
—
2.00% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
2% / 0% / 0%