Portfolio Management Services (PMS)Compare Schemes
MASK Prime Picks vs SBI AEON ALPHA PMS
Add SchemeGrowth of ₹1 Crore
MASK Prime Picks
SBI AEON ALPHA PMS
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.74%
0.41%
6 Months
3.03%
20.81%
1 Year
3.99%
15.63%
3 Years
8.85%
13.76%
5 Years
8.35%
—
Since Inception
10.50%
14.77%
Fund Age
8 yrs 2 mo
4 yrs 6 mo
AUM
₹274.26 Cr
₹751.68 Cr
Alpha – 1 Year
−0.73%
16.06%
Alpha – 3 Years
−3.23%
5.19%
Information Ratio – 3 Years
-0.72
0.25
Volatility – 1 Year
15.72%
18.90%
Volatility – 3 Years
15.15%
16.75%
Beta – 1 Year
0.89
0.89
Beta – 3 Years
0.94
0.79
Sharpe Ratio – 1 Year
-0.08
0.57
Sharpe Ratio – 3 Years
0.27
0.53
Worst Rolling Year
7.13%
13.60%
Value at Worst Rolling Year
₹1.07 Cr
₹1.14 Cr
Deepest Drawdown
−20.31%
−21.60%
Recovery Period
Not yet recovered
476 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
15.28%
15.94%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 48% · M 27% · S 18%
L 16% · M 11% · S 70%
Number of Stocks
40
—
Portfolio P/E
30.14
—
Top 5 Holdings
ICICI Bank Ltd · 4.71%
Reliance Industries Ltd · 4.51%
Bajaj Finance Ltd · 3.95%
Larsen & Toubro Ltd · 3.84%
HDFC Bank Ltd · 3.83%
Kernex Microsystems (India) Ltd · 6.78%
Aequs Ltd · 6.66%
Aether Industries Ltd · 6.44%
Stylam Industries Ltd · 6.38%
Goodluck India Ltd · 5.89%
Top Sectors
Financial Services · 31.99%
Consumer Durables · 12.01%
Automobile and Auto Components · 8.57%
—
Fixed Fee
2.00% / yr
2.50% / yr
Performance Fee / Plan
0% of profit
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
1% / 0% / 0%