Portfolio Management Services (PMS)Compare Schemes
ASK Lighthouse vs Axis - Emerging Stars Portfolio
Add SchemeGrowth of ₹1 Crore
ASK Lighthouse
Axis - Emerging Stars Portfolio
Return for the risk
1 yr return
-10%
-5%
0%
5%
10%
15%
Nifty 500 · 3%
10%
20%
30%
Volatility • 1 yr deviation
1 Month
−0.73%
−1.88%
6 Months
−1.97%
17.49%
1 Year
−3.39%
9.72%
3 Years
—
—
5 Years
—
—
Since Inception
6.01%
6.83%
Fund Age
2 yrs 4 mo
2 yrs 3 mo
AUM
₹467 Cr
₹104.19 Cr
Alpha – 1 Year
−6.37%
6.74%
Alpha – 3 Years
—
—
Information Ratio – 3 Years
—
—
Volatility – 1 Year
20.24%
24.22%
Volatility – 3 Years
—
—
Beta – 1 Year
1.10
1.13
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
-0.34
0.27
Sharpe Ratio – 3 Years
—
—
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
−14.02%
−19.46%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
—
Median Rolling Year
—
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 61% · M 15% · S 23%
L 3% · M 1% · S 92%
Number of Stocks
25
45
Portfolio P/E
34.53
29.66
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%
EPL Ltd · 4.78%
Welspun Corp Ltd · 3.89%
Cartrade Tech Ltd · 3.77%
Cash & Cash Equivalent · 3.69%
Senco Gold Ltd · 3.65%
Top Sectors
Capital Goods · 39.55%
Construction · 13.39%
Financial Services · 11.23%
Capital Goods · 18.42%
Consumer Services · 11.65%
Financial Services · 11.51%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
1% / 0% / 0%