Portfolio Management Services (PMS)Compare Schemes
ASK Strategic vs Renaissance - Midcap Portfolio
Add SchemeGrowth of ₹1 Crore
ASK Strategic
Renaissance - Midcap Portfolio
Return for the risk
3 yrs return
0%
5%
10%
15%
Nifty 500 · 11.9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.77%
3.30%
6 Months
−2.32%
9.86%
1 Year
−4.30%
0.86%
3 Years
4.86%
8.29%
5 Years
5.12%
15.11%
Since Inception
13.15%
11.40%
Fund Age
16 yrs 7 mo
8 yrs 7 mo
AUM
₹21.07 Cr
₹119.22 Cr
Alpha – 1 Year
−7.28%
1.21%
Alpha – 3 Years
−7.02%
−0.71%
Information Ratio – 3 Years
-1.10
-0.05
Volatility – 1 Year
16.85%
21.27%
Volatility – 3 Years
18.06%
19.22%
Beta – 1 Year
0.95
1.20
Beta – 3 Years
1.07
1.19
Sharpe Ratio – 1 Year
-0.50
-0.10
Sharpe Ratio – 3 Years
0.05
0.25
Worst Rolling Year
-4.57%
0.71%
Value at Worst Rolling Year
₹0.95 Cr
₹1.01 Cr
Deepest Drawdown
−24.09%
−29.07%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
95.10%
99.76%
Median Rolling Year
13.12%
19.48%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 12% · M 53% · S 34%
L 2% · M 52% · S 44%
Number of Stocks
34
33
Portfolio P/E
41.34
31.12
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%
Federal Bank Ltd · 5.56%
Gland Pharma Ltd · 5.47%
One 97 Communications Ltd · 5.31%
Coforge Ltd · 5.20%
Mahindra & Mahindra Financial Services Ltd · 4.96%
Top Sectors
Financial Services · 25.99%
Capital Goods · 14.02%
Healthcare · 9.57%
Financial Services · 30.58%
Information Technology · 20.15%
Consumer Services · 14.04%
Fixed Fee
—
2.50% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
1% / 1% / 0%