Portfolio Management Services (PMS)Compare Schemes
ASK Strategic vs ORO - All Weather Portfolio
Add SchemeGrowth of ₹1 Crore
ASK Strategic
ORO - All Weather Portfolio
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%
−0.19%
6 Months
−2.32%
−0.42%
1 Year
−4.30%
−4.58%
3 Years
4.86%
16.32%
5 Years
5.12%
13.17%
Since Inception
13.15%
13.94%
Fund Age
16 yrs 7 mo
6 yrs 6 mo
AUM
₹21.07 Cr
₹13.16 Cr
Alpha – 1 Year
−7.28%
−7.56%
Alpha – 3 Years
−7.02%
4.42%
Information Ratio – 3 Years
-1.10
0.49
Volatility – 1 Year
16.85%
16.90%
Volatility – 3 Years
18.06%
17.54%
Beta – 1 Year
0.95
0.86
Beta – 3 Years
1.07
0.99
Sharpe Ratio – 1 Year
-0.50
-0.52
Sharpe Ratio – 3 Years
0.05
0.69
Worst Rolling Year
-4.57%
3.91%
Value at Worst Rolling Year
₹0.95 Cr
₹1.04 Cr
Deepest Drawdown
−24.09%
−19.46%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
95.10%
100.00%
Median Rolling Year
13.12%
21.20%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 12% · M 53% · S 34%
L 66% · M 23%
Number of Stocks
34
20
Portfolio P/E
41.34
20.74
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%
State Bank of India · 6.08%
Hindalco Industries Ltd · 6.07%
Indian Bank · 5.89%
Bank of Baroda · 5.69%
Torrent Pharmaceuticals Ltd · 5.53%
Top Sectors
Financial Services · 25.99%
Capital Goods · 14.02%
Healthcare · 9.57%
Financial Services · 30.25%
Automobile and Auto Components · 14.27%
Capital Goods · 13.88%
Fixed Fee
—
1.00% / yr
Performance Fee / Plan
—
15% of profit, above 10%
Exit Load (Y1 / Y2 / Y3)
—
0% / 0% / 0%