Portfolio Management Services (PMS)Compare Schemes
ASK Strategic vs MRG Capital - Wealth Maximizer
Add SchemeGrowth of ₹1 Crore
ASK Strategic
MRG Capital - Wealth Maximizer
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
Nifty 500 · 11.9%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.77%
−0.03%
6 Months
−2.32%
1.95%
1 Year
−4.30%
9.19%
3 Years
4.86%
16.93%
5 Years
5.12%
11.74%
Since Inception
13.15%
12.55%
Fund Age
16 yrs 7 mo
7 yrs 3 mo
AUM
₹21.07 Cr
₹17.39 Cr
Alpha – 1 Year
−7.28%
9.54%
Alpha – 3 Years
−7.02%
7.93%
Information Ratio – 3 Years
-1.10
0.83
Volatility – 1 Year
16.85%
16.46%
Volatility – 3 Years
18.06%
13.48%
Beta – 1 Year
0.95
0.82
Beta – 3 Years
1.07
0.74
Sharpe Ratio – 1 Year
-0.50
0.29
Sharpe Ratio – 3 Years
0.05
0.84
Worst Rolling Year
-4.57%
3.01%
Value at Worst Rolling Year
₹0.95 Cr
₹1.03 Cr
Deepest Drawdown
−24.09%
−16.15%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
95.10%
100.00%
Median Rolling Year
13.12%
16.02%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 12% · M 53% · S 34%
L 27% · M 18% · S 26%
Number of Stocks
34
53
Portfolio P/E
41.34
33.46
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 Pru Silver ETF · 10.30%
Cash & Cash Equivalent · 9.45%
Bharti Airtel Ltd · 5.71%
ITC Ltd · 5.46%
Ashiana Housing Ltd · 4.67%
Top Sectors
Financial Services · 25.99%
Capital Goods · 14.02%
Healthcare · 9.57%
Others · 17.81%
Financial Services · 13.79%
Fast Moving Consumer Goods · 13.66%
Fixed Fee
—
1.00% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
2% / 1% / 0%