Portfolio Management Services (PMS)Compare Schemes
ASK Strategic vs First Global - The India Super 50
Add SchemeGrowth of ₹1 Crore
ASK Strategic
First Global - The India Super 50
Return for the risk
3 yrs return
0%
5%
10%
15%
Nifty 500 · 11.9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.77%
0.48%
6 Months
−2.32%
0.17%
1 Year
−4.30%
1.53%
3 Years
4.86%
6.30%
5 Years
5.12%
7.16%
Since Inception
13.15%
16.58%
Fund Age
16 yrs 7 mo
6 yrs 6 mo
AUM
₹21.07 Cr
₹182.72 Cr
Alpha – 1 Year
−7.28%
−3.19%
Alpha – 3 Years
−7.02%
−5.79%
Information Ratio – 3 Years
-1.10
-1.15
Volatility – 1 Year
16.85%
17.17%
Volatility – 3 Years
18.06%
15.94%
Beta – 1 Year
0.95
0.97
Beta – 3 Years
1.07
0.99
Sharpe Ratio – 1 Year
-0.50
-0.13
Sharpe Ratio – 3 Years
0.05
0.13
Worst Rolling Year
-4.57%
6.16%
Value at Worst Rolling Year
₹0.95 Cr
₹1.06 Cr
Deepest Drawdown
−24.09%
−24.43%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
95.10%
100.00%
Median Rolling Year
13.12%
15.55%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 12% · M 53% · S 34%
—
Number of Stocks
34
60
Portfolio P/E
41.34
19.43
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%
Nippon India ETF Nifty Bank BeES · 5.17%
Torrent Pharmaceuticals Ltd · 4.30%
ICICI Bank Ltd · 3.49%
TVS Motor Company Ltd · 3.24%
Tech Mahindra Ltd · 2.88%
Top Sectors
Financial Services · 25.99%
Capital Goods · 14.02%
Healthcare · 9.57%
—
Fixed Fee
—
2.00% / yr
Performance Fee / Plan
—
Variable Plan
Exit Load (Y1 / Y2 / Y3)
—
0% / 0% / 0%