Portfolio Management Services (PMS)Compare Schemes
ASK Strategic vs Magadh - Future Stars
Add SchemeGrowth of ₹1 Crore
ASK Strategic
Magadh - Future Stars
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
25%
Nifty 500 · 11.9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.77%
3.10%
6 Months
−2.32%
4.24%
1 Year
−4.30%
17.00%
3 Years
4.86%
21.79%
5 Years
5.12%
20.77%
Since Inception
13.15%
20.65%
Fund Age
16 yrs 7 mo
5 yrs
AUM
₹21.07 Cr
₹88.27 Cr
Alpha – 1 Year
−7.28%
12.28%
Alpha – 3 Years
−7.02%
9.70%
Information Ratio – 3 Years
-1.10
1.38
Volatility – 1 Year
16.85%
20.96%
Volatility – 3 Years
18.06%
18.52%
Beta – 1 Year
0.95
1.12
Beta – 3 Years
1.07
1.04
Sharpe Ratio – 1 Year
-0.50
0.60
Sharpe Ratio – 3 Years
0.05
1.04
Worst Rolling Year
-4.57%
21.72%
Value at Worst Rolling Year
₹0.95 Cr
₹1.22 Cr
Deepest Drawdown
−24.09%
−18.76%
Recovery Period
Not yet recovered
428 days
1-Year Rolling Windows Positive
95.10%
100.00%
Median Rolling Year
13.12%
30.26%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 12% · M 53% · S 34%
L 19% · M 45% · S 35%
Number of Stocks
34
25
Portfolio P/E
41.34
27.45
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 · 10.50%
V2 Retail Ltd · 9.50%
Bank of Maharashtra · 9.16%
Eternal Ltd · 8.75%
Bank of India · 8.20%
Top Sectors
Financial Services · 25.99%
Capital Goods · 14.02%
Healthcare · 9.57%
Consumer Services · 24.94%
Financial Services · 24.30%
Capital Goods · 14.40%
Fixed Fee
—
2.50% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
0.5% / 0% / 0%