Portfolio Management Services (PMS)Compare Schemes
ASK Strategic vs Sundaram Alternate - Rising Stars
Add SchemeGrowth of ₹1 Crore
ASK Strategic
Sundaram Alternate - Rising Stars
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
25%
Nifty 500 · 11.9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.77%
7.03%
6 Months
−2.32%
31.10%
1 Year
−4.30%
52.47%
3 Years
4.86%
17.74%
5 Years
5.12%
16.38%
Since Inception
13.15%
15.58%
Fund Age
16 yrs 7 mo
16 yrs 9 mo
AUM
₹21.07 Cr
₹132.42 Cr
Alpha – 1 Year
−7.28%
47.75%
Alpha – 3 Years
−7.02%
5.65%
Information Ratio – 3 Years
-1.10
0.46
Volatility – 1 Year
16.85%
26.74%
Volatility – 3 Years
18.06%
21.32%
Beta – 1 Year
0.95
1.30
Beta – 3 Years
1.07
0.97
Sharpe Ratio – 1 Year
-0.50
1.52
Sharpe Ratio – 3 Years
0.05
0.68
Worst Rolling Year
-4.57%
-15.93%
Value at Worst Rolling Year
₹0.95 Cr
₹0.84 Cr
Deepest Drawdown
−24.09%
−20.79%
Recovery Period
Not yet recovered
134 days
1-Year Rolling Windows Positive
95.10%
89.14%
Median Rolling Year
13.12%
15.32%
5-Year Rolling Windows Positive
100.00%
96.48%
Market-Cap Mix
L 12% · M 53% · S 34%
M 9% · S 83%
Number of Stocks
34
26
Portfolio P/E
41.34
31.63
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%
TD Power Systems Ltd · 7.04%
Acutaas Chemicals Ltd · 6.37%
Ujjivan Small Finance Bank Ltd · 5.90%
MTAR Technologies Ltd · 5.67%
Karur Vysya Bank Ltd · 5.60%
Top Sectors
Financial Services · 25.99%
Capital Goods · 14.02%
Healthcare · 9.57%
Financial Services · 28.90%
Capital Goods · 23.57%
Healthcare · 21.13%
Fixed Fee
—
2.50% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
1% / 0% / 0%