Portfolio Management Services (PMS)Compare Schemes
ASK Strategic vs Invesco - Challengers
Add SchemeGrowth of ₹1 Crore
ASK Strategic
Invesco - Challengers
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%
1.41%
6 Months
−2.32%
13.18%
1 Year
−4.30%
2.91%
3 Years
4.86%
14.27%
5 Years
5.12%
—
Since Inception
13.15%
11.83%
Fund Age
16 yrs 7 mo
4 yrs 11 mo
AUM
₹21.07 Cr
₹31.01 Cr
Alpha – 1 Year
−7.28%
−1.81%
Alpha – 3 Years
−7.02%
2.18%
Information Ratio – 3 Years
-1.10
0.24
Volatility – 1 Year
16.85%
18.67%
Volatility – 3 Years
18.06%
17.11%
Beta – 1 Year
0.95
0.97
Beta – 3 Years
1.07
0.95
Sharpe Ratio – 1 Year
-0.50
-0.04
Sharpe Ratio – 3 Years
0.05
0.56
Worst Rolling Year
-4.57%
12.64%
Value at Worst Rolling Year
₹0.95 Cr
₹1.13 Cr
Deepest Drawdown
−24.09%
−24.73%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
95.10%
100.00%
Median Rolling Year
13.12%
17.60%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 12% · M 53% · S 34%
L 37% · M 30% · S 33%
Number of Stocks
34
26
Portfolio P/E
41.34
54.84
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%
Bharti Airtel Ltd · 8.21%
ICICI Bank Ltd · 7.23%
TVS Motor Company Ltd · 5.81%
Sedemac Mechatronics Ltd · 5.23%
Aditya Vision Ltd · 4.93%
Top Sectors
Financial Services · 25.99%
Capital Goods · 14.02%
Healthcare · 9.57%
Financial Services · 30.23%
Automobile and Auto Components · 14.75%
Healthcare · 12.69%
Fixed Fee
—
—
Performance Fee / Plan
—
—
Exit Load (Y1 / Y2 / Y3)
—
—