Portfolio Management Services (PMS)Compare Schemes
ASK Strategic vs Marcellus - Rising Giants
Add SchemeGrowth of ₹1 Crore
ASK Strategic
Marcellus - Rising Giants
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%
0.40%
6 Months
−2.32%
4.60%
1 Year
−4.30%
−5.85%
3 Years
4.86%
5.64%
5 Years
5.12%
—
Since Inception
13.15%
−0.46%
Fund Age
16 yrs 7 mo
4 yrs 7 mo
AUM
₹21.07 Cr
₹87.75 Cr
Alpha – 1 Year
−7.28%
−8.83%
Alpha – 3 Years
−7.02%
−6.25%
Information Ratio – 3 Years
-1.10
-0.73
Volatility – 1 Year
16.85%
16.46%
Volatility – 3 Years
18.06%
15.18%
Beta – 1 Year
0.95
0.88
Beta – 3 Years
1.07
0.84
Sharpe Ratio – 1 Year
-0.50
-0.62
Sharpe Ratio – 3 Years
0.05
0.08
Worst Rolling Year
-4.57%
-2.49%
Value at Worst Rolling Year
₹0.95 Cr
₹0.98 Cr
Deepest Drawdown
−24.09%
−20.88%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
95.10%
87.97%
Median Rolling Year
13.12%
5.97%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 12% · M 53% · S 34%
M 4% · S 79%
Number of Stocks
34
—
Portfolio P/E
41.34
—
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%
Cash & Cash Equivalent · 17.00%
Ultramarine & Pigments Ltd · 4.00%
L T Foods Ltd · 4.00%
Garware Technical Fibres Ltd · 4.00%
Natco Pharma Ltd · 4.00%
Top Sectors
Financial Services · 25.99%
Capital Goods · 14.02%
Healthcare · 9.57%
—
Fixed Fee
—
2.50% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
2% / 0% / 0%