Portfolio Management Services (PMS)Compare Schemes
ASK Lighthouse vs Ayan-PriceBridge Direct MF
Add SchemeGrowth of ₹1 Crore
ASK Lighthouse
Ayan-PriceBridge Direct MF
Return for the risk
3 yrs return
10%
15%
20%
0%
10%
20%
Volatility • 3 yrs deviation
1 Month
−0.73%
1.86%
6 Months
−1.97%
3.14%
1 Year
−3.39%
14.41%
3 Years
—
16.50%
5 Years
—
—
Since Inception
6.01%
17.99%
Fund Age
2 yrs 4 mo
3 yrs 2 mo
AUM
₹467 Cr
₹19.19 Cr
Alpha – 1 Year
−6.37%
14.84%
Alpha – 3 Years
—
7.93%
Information Ratio – 3 Years
—
1.26
Volatility – 1 Year
20.24%
16.65%
Volatility – 3 Years
—
14.41%
Beta – 1 Year
1.10
0.95
Beta – 3 Years
—
0.95
Sharpe Ratio – 1 Year
-0.34
0.57
Sharpe Ratio – 3 Years
—
0.78
Worst Rolling Year
—
16.17%
Value at Worst Rolling Year
—
₹1.16 Cr
Deepest Drawdown
−14.02%
−18.49%
Recovery Period
Not yet recovered
257 days
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
17.49%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 61% · M 15% · S 23%
L 52% · M 24% · S 17%
Number of Stocks
25
48
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%
DSP Nifty Next 50 Index Fund - Direct (G) · 11.21%
SBI PSU Fund - Direct (G) · 9.19%
ICICI Pru Nifty Bank Index Fund - Direct (G) · 7.02%
Tata Resources & Energy Fund - Direct (G) · 7.01%
DSP Nifty 50 Equal Weight Index Fund - Dir (G) · 6.44%
Top Sectors
Capital Goods · 39.55%
Construction · 13.39%
Financial Services · 11.23%
Financial Services · 28.14%
Healthcare · 11.99%
Capital Goods · 10.43%
Fixed Fee
2.50% / yr
0.35% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%