Portfolio Management Services (PMS)Compare Schemes
ASK Lighthouse vs Aurum Multiplier Portfolio
Add SchemeGrowth of ₹1 Crore
ASK Lighthouse
Aurum Multiplier Portfolio
Return for the risk
3 yrs return
10%
15%
20%
25%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−0.73%
3.22%
6 Months
−1.97%
21.55%
1 Year
−3.39%
12.76%
3 Years
—
17.77%
5 Years
—
17.56%
Since Inception
6.01%
17.72%
Fund Age
2 yrs 4 mo
6 yrs 8 mo
AUM
₹467 Cr
₹42.03 Cr
Alpha – 1 Year
−6.37%
8.04%
Alpha – 3 Years
—
5.68%
Information Ratio – 3 Years
—
0.47
Volatility – 1 Year
20.24%
28.82%
Volatility – 3 Years
—
20.90%
Beta – 1 Year
1.10
1.51
Beta – 3 Years
—
1.13
Sharpe Ratio – 1 Year
-0.34
0.37
Sharpe Ratio – 3 Years
—
0.64
Worst Rolling Year
—
11.09%
Value at Worst Rolling Year
—
₹1.11 Cr
Deepest Drawdown
−14.02%
−23.45%
Recovery Period
Not yet recovered
91 days
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
21.94%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 61% · M 15% · S 23%
—
Number of Stocks
25
—
Portfolio P/E
34.53
—
Top 5 Holdings
Hindustan Aeronautics Ltd · 8.76%
Larsen & Toubro Ltd · 8.61%
Reliance Industries Ltd · 8.53%
HDFC Bank Ltd · 8.35%
UltraTech Cement Ltd · 7.96%
Greaves Cotton Ltd · 0.00%
Welspun Corp Ltd · 0.00%
S J S Enterprises Ltd · 0.00%
Star Health & Allied Insurance Company Ltd · 0.00%
Welspun Corp Ltd · 0.00%
Top Sectors
Capital Goods · 39.55%
Construction · 13.39%
Financial Services · 11.23%
—
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
2% / 0% / 0%