Portfolio Management Services (PMS)Compare Schemes
ASK Strategic vs Tamohara - TIOS
Add SchemeGrowth of ₹1 Crore
ASK Strategic
Tamohara - TIOS
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%
3.29%
6 Months
−2.32%
14.68%
1 Year
−4.30%
11.65%
3 Years
4.86%
7.09%
5 Years
5.12%
8.41%
Since Inception
13.15%
10.45%
Fund Age
16 yrs 7 mo
10 yrs 5 mo
AUM
₹21.07 Cr
₹24.48 Cr
Alpha – 1 Year
−7.28%
12.00%
Alpha – 3 Years
−7.02%
−1.90%
Information Ratio – 3 Years
-1.10
-0.12
Volatility – 1 Year
16.85%
20.48%
Volatility – 3 Years
18.06%
16.32%
Beta – 1 Year
0.95
1.11
Beta – 3 Years
1.07
1.00
Sharpe Ratio – 1 Year
-0.50
0.36
Sharpe Ratio – 3 Years
0.05
0.15
Worst Rolling Year
-4.57%
-5.06%
Value at Worst Rolling Year
₹0.95 Cr
₹0.95 Cr
Deepest Drawdown
−24.09%
−24.00%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
95.10%
92.00%
Median Rolling Year
13.12%
9.94%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 12% · M 53% · S 34%
L 41% · M 5% · S 35%
Number of Stocks
34
31
Portfolio P/E
41.34
28.34
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%
Other Funds · 14.39%
Bharti Airtel Ltd · 6.81%
HDFC Bank Ltd · 6.63%
Reliance Industries Ltd · 5.02%
Shivalik Bimetal Controls Ltd · 4.45%
Top Sectors
Financial Services · 25.99%
Capital Goods · 14.02%
Healthcare · 9.57%
Financial Services · 23.90%
Capital Goods · 12.70%
Fast Moving Consumer Goods · 8.38%
Fixed Fee
—
2.50% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
1% / – / –