Portfolio Management Services (PMS)Compare Schemes
ASK Strategic vs Prithvi Balanced Portfolio
Add SchemeGrowth of ₹1 Crore
ASK Strategic
Prithvi Balanced Portfolio
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
25%
Nifty 500 · 11.9%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
1.77%
6.38%
6 Months
−2.32%
30.29%
1 Year
−4.30%
21.45%
3 Years
4.86%
18.94%
5 Years
5.12%
—
Since Inception
13.15%
23.25%
Fund Age
16 yrs 7 mo
3 yrs 1 mo
AUM
₹21.07 Cr
₹185.04 Cr
Alpha – 1 Year
−7.28%
16.73%
Alpha – 3 Years
−7.02%
6.85%
Information Ratio – 3 Years
-1.10
0.59
Volatility – 1 Year
16.85%
29.11%
Volatility – 3 Years
18.06%
25.42%
Beta – 1 Year
0.95
1.26
Beta – 3 Years
1.07
1.13
Sharpe Ratio – 1 Year
-0.50
0.62
Sharpe Ratio – 3 Years
0.05
0.60
Worst Rolling Year
-4.57%
18.95%
Value at Worst Rolling Year
₹0.95 Cr
₹1.19 Cr
Deepest Drawdown
−24.09%
−27.74%
Recovery Period
Not yet recovered
472 days
1-Year Rolling Windows Positive
95.10%
100.00%
Median Rolling Year
13.12%
20.62%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 12% · M 53% · S 34%
—
Number of Stocks
34
40
Portfolio P/E
41.34
39.98
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%
Amara Raja Energy & Mobility Ltd · 7.91%
Sterling & Wilson Renewable Energy Ltd · 7.66%
Websol Energy System Ltd · 5.67%
Tega Industries Ltd · 5.44%
Gujarat Mineral Development Corporation Ltd · 4.76%
Top Sectors
Financial Services · 25.99%
Capital Goods · 14.02%
Healthcare · 9.57%
—
Fixed Fee
—
0.00% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
3% / 2% / 1%