Portfolio Management Services (PMS)Compare Schemes
ASK Lighthouse vs Axis - Core & Satellite PMS
Add SchemeGrowth of ₹1 Crore
ASK Lighthouse
Axis - Core & Satellite PMS
Return for the risk
3 yrs return
0%
5%
10%
15%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−0.73%
0.11%
6 Months
−1.97%
10.76%
1 Year
−3.39%
8.14%
3 Years
—
7.76%
5 Years
—
10.03%
Since Inception
6.01%
11.69%
Fund Age
2 yrs 4 mo
6 yrs 8 mo
AUM
₹467 Cr
₹87.23 Cr
Alpha – 1 Year
−6.37%
8.57%
Alpha – 3 Years
—
−0.81%
Information Ratio – 3 Years
—
0.02
Volatility – 1 Year
20.24%
23.09%
Volatility – 3 Years
—
18.26%
Beta – 1 Year
1.10
1.29
Beta – 3 Years
—
1.11
Sharpe Ratio – 1 Year
-0.34
0.21
Sharpe Ratio – 3 Years
—
0.22
Worst Rolling Year
—
6.59%
Value at Worst Rolling Year
—
₹1.07 Cr
Deepest Drawdown
−14.02%
−25.42%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
13.94%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 61% · M 15% · S 23%
L 19% · M 1% · S 70%
Number of Stocks
25
41
Portfolio P/E
34.53
25.23
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%
Cash & Cash Equivalent · 9.25%
EPL Ltd · 4.54%
Mahindra & Mahindra Ltd · 4.35%
Eternal Ltd · 4.21%
Welspun Corp Ltd · 3.85%
Top Sectors
Capital Goods · 39.55%
Construction · 13.39%
Financial Services · 11.23%
Financial Services · 15.02%
Capital Goods · 13.37%
Consumer Services · 11.08%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
3% / 2% / 1%