Portfolio Management Services (PMS)Compare Schemes
ASK Strategic vs Ckredence-All Weather Fund
Add SchemeGrowth of ₹1 Crore
ASK Strategic
Ckredence-All Weather Fund
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
25%
Nifty 500 · 11.9%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.77%
3.56%
6 Months
−2.32%
14.31%
1 Year
−4.30%
23.04%
3 Years
4.86%
17.41%
5 Years
5.12%
14.44%
Since Inception
13.15%
16.04%
Fund Age
16 yrs 7 mo
5 yrs 2 mo
AUM
₹21.07 Cr
₹246.55 Cr
Alpha – 1 Year
−7.28%
18.32%
Alpha – 3 Years
−7.02%
5.32%
Information Ratio – 3 Years
-1.10
0.69
Volatility – 1 Year
16.85%
16.66%
Volatility – 3 Years
18.06%
14.65%
Beta – 1 Year
0.95
0.91
Beta – 3 Years
1.07
0.83
Sharpe Ratio – 1 Year
-0.50
1.02
Sharpe Ratio – 3 Years
0.05
0.82
Worst Rolling Year
-4.57%
13.49%
Value at Worst Rolling Year
₹0.95 Cr
₹1.13 Cr
Deepest Drawdown
−24.09%
−17.20%
Recovery Period
Not yet recovered
198 days
1-Year Rolling Windows Positive
95.10%
100.00%
Median Rolling Year
13.12%
18.30%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 12% · M 53% · S 34%
L 31% · M 25% · S 41%
Number of Stocks
34
33
Portfolio P/E
41.34
48.70
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%
Laurus Labs Ltd · 11.21%
Aditya Birla SL Nifty Healthcare ETF · 5.55%
Nippon India ETF Gold BeES · 4.78%
Emcure Pharmaceuticals Ltd · 4.13%
Cash & Cash Equivalent · 4.06%
Top Sectors
Financial Services · 25.99%
Capital Goods · 14.02%
Healthcare · 9.57%
Healthcare · 18.45%
Capital Goods · 13.35%
Metals & Mining · 10.96%
Fixed Fee
—
2.25% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
2% / 1% / 0%