Portfolio Management Services (PMS)Compare Schemes
ASK Strategic vs Motilal Oswal - Multifactor Equity PMS
Add SchemeGrowth of ₹1 Crore
ASK Strategic
Motilal Oswal - Multifactor Equity PMS
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%
0.47%
6 Months
−2.32%
0.32%
1 Year
−4.30%
1.03%
3 Years
4.86%
14.82%
5 Years
5.12%
11.82%
Since Inception
13.15%
13.07%
Fund Age
16 yrs 7 mo
5 yrs 2 mo
AUM
₹21.07 Cr
₹56.08 Cr
Alpha – 1 Year
−7.28%
−1.95%
Alpha – 3 Years
−7.02%
2.94%
Information Ratio – 3 Years
-1.10
0.18
Volatility – 1 Year
16.85%
13.89%
Volatility – 3 Years
18.06%
18.35%
Beta – 1 Year
0.95
0.75
Beta – 3 Years
1.07
1.00
Sharpe Ratio – 1 Year
-0.50
-0.25
Sharpe Ratio – 3 Years
0.05
0.55
Worst Rolling Year
-4.57%
12.65%
Value at Worst Rolling Year
₹0.95 Cr
₹1.13 Cr
Deepest Drawdown
−24.09%
−26.40%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
95.10%
100.00%
Median Rolling Year
13.12%
19.77%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 12% · M 53% · S 34%
L 38% · M 29% · S 24%
Number of Stocks
34
37
Portfolio P/E
41.34
29.42
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 · 8.72%
Torrent Pharmaceuticals Ltd · 5.70%
Ajanta Pharma Ltd · 5.43%
TVS Motor Company Ltd · 4.72%
National Aluminium Company Ltd · 4.60%
Top Sectors
Financial Services · 25.99%
Capital Goods · 14.02%
Healthcare · 9.57%
Healthcare · 22.25%
Financial Services · 16.70%
Automobile and Auto Components · 16.06%
Fixed Fee
—
2.50% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
2% / 0% / 0%