Portfolio Management Services (PMS)Compare Schemes
ASK Strategic vs Renaissance - Indianext Portfolio
Add SchemeGrowth of ₹1 Crore
ASK Strategic
Renaissance - Indianext 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%
2.69%
6 Months
−2.32%
5.24%
1 Year
−4.30%
2.85%
3 Years
4.86%
13.52%
5 Years
5.12%
17.79%
Since Inception
13.15%
13.89%
Fund Age
16 yrs 7 mo
8 yrs 4 mo
AUM
₹21.07 Cr
₹921.15 Cr
Alpha – 1 Year
−7.28%
−1.87%
Alpha – 3 Years
−7.02%
1.43%
Information Ratio – 3 Years
-1.10
0.23
Volatility – 1 Year
16.85%
18.02%
Volatility – 3 Years
18.06%
16.70%
Beta – 1 Year
0.95
0.99
Beta – 3 Years
1.07
0.99
Sharpe Ratio – 1 Year
-0.50
-0.03
Sharpe Ratio – 3 Years
0.05
0.54
Worst Rolling Year
-4.57%
-0.29%
Value at Worst Rolling Year
₹0.95 Cr
₹1.00 Cr
Deepest Drawdown
−24.09%
−22.85%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
95.10%
99.64%
Median Rolling Year
13.12%
23.46%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 12% · M 53% · S 34%
L 34% · M 28% · S 35%
Number of Stocks
34
35
Portfolio P/E
41.34
24.73
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%
HDFC Bank Ltd · 7.09%
Federal Bank Ltd · 5.30%
City Union Bank Ltd · 4.71%
One 97 Communications Ltd · 4.56%
Mahindra & Mahindra Financial Services Ltd · 4.47%
Top Sectors
Financial Services · 25.99%
Capital Goods · 14.02%
Healthcare · 9.57%
Financial Services · 35.13%
Information Technology · 15.47%
Automobile and Auto Components · 10.10%
Fixed Fee
—
2.50% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
1% / 1% / 0%