Portfolio Management Services (PMS)Compare Schemes
MASK Prime Picks vs Wealth Managers - Focused Leadership Portfolio
Add SchemeGrowth of ₹1 Crore
MASK Prime Picks
Wealth Managers - Focused Leadership Portfolio
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%
4.79%
6 Months
3.03%
13.10%
1 Year
3.99%
18.11%
3 Years
8.85%
14.56%
5 Years
8.35%
8.71%
Since Inception
10.50%
13.67%
Fund Age
8 yrs 2 mo
11 yrs 2 mo
AUM
₹274.26 Cr
₹138.06 Cr
Alpha – 1 Year
−0.73%
18.46%
Alpha – 3 Years
−3.23%
5.57%
Information Ratio – 3 Years
-0.72
0.62
Volatility – 1 Year
15.72%
22.83%
Volatility – 3 Years
15.15%
16.72%
Beta – 1 Year
0.89
1.29
Beta – 3 Years
0.94
1.00
Sharpe Ratio – 1 Year
-0.08
0.61
Sharpe Ratio – 3 Years
0.27
0.55
Worst Rolling Year
7.13%
-8.44%
Value at Worst Rolling Year
₹1.07 Cr
₹0.92 Cr
Deepest Drawdown
−20.31%
−17.10%
Recovery Period
Not yet recovered
115 days
1-Year Rolling Windows Positive
100.00%
92.53%
Median Rolling Year
15.28%
13.06%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 48% · M 27% · S 18%
L 38% · M 14% · S 45%
Number of Stocks
40
18
Portfolio P/E
30.14
38.70
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%
Laurus Labs Ltd · 8.84%
State Bank of India · 8.57%
HDFC Bank Ltd · 7.72%
Bajaj Finance Ltd · 7.61%
Manorama Industries Ltd · 6.88%
Top Sectors
Financial Services · 31.99%
Consumer Durables · 12.01%
Automobile and Auto Components · 8.57%
Financial Services · 34.00%
Capital Goods · 20.95%
Fast Moving Consumer Goods · 19.35%
Fixed Fee
2.00% / yr
2.00% / yr
Performance Fee / Plan
0% of profit
2% of profit
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%