Portfolio Management Services (PMS)Compare Schemes
ASK Strategic vs IFM Largecap Fund
Add SchemeGrowth of ₹1 Crore
ASK Strategic
IFM Largecap Fund
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%
−0.16%
6 Months
−2.32%
−3.46%
1 Year
−4.30%
−0.34%
3 Years
4.86%
—
5 Years
5.12%
—
Since Inception
13.15%
−3.49%
Fund Age
16 yrs 7 mo
14 mo
AUM
₹21.07 Cr
₹116.7 Cr
Alpha – 1 Year
−7.28%
0.01%
Alpha – 3 Years
−7.02%
—
Information Ratio – 3 Years
-1.10
—
Volatility – 1 Year
16.85%
17.33%
Volatility – 3 Years
18.06%
—
Beta – 1 Year
0.95
1.08
Beta – 3 Years
1.07
—
Sharpe Ratio – 1 Year
-0.50
-0.24
Sharpe Ratio – 3 Years
0.05
—
Worst Rolling Year
-4.57%
—
Value at Worst Rolling Year
₹0.95 Cr
—
Deepest Drawdown
−24.09%
−16.91%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
95.10%
—
Median Rolling Year
13.12%
—
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 12% · M 53% · S 34%
L 83% · M 6% · S 9%
Number of Stocks
34
26
Portfolio P/E
41.34
24.23
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%
ICICI Bank Ltd · 11.42%
HDFC Bank Ltd · 9.79%
Reliance Industries Ltd · 8.22%
Infosys Ltd · 6.55%
Bharti Airtel Ltd · 5.79%
Top Sectors
Financial Services · 25.99%
Capital Goods · 14.02%
Healthcare · 9.57%
Financial Services · 48.00%
Information Technology · 9.07%
Oil, Gas & Consumable Fuels · 8.22%
Fixed Fee
—
1.25% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
—