Portfolio Management Services (PMS)Compare Schemes
ASK Lighthouse vs Ayan- PriceBridge Samvruddhi
Add SchemeGrowth of ₹1 Crore
ASK Lighthouse
Ayan- PriceBridge Samvruddhi
Return for the risk
1 yr return
-10%
-5%
0%
5%
10%
15%
Nifty 500 · 3%
10%
20%
30%
40%
Volatility • 1 yr deviation
1 Month
−0.73%
2.26%
6 Months
−1.97%
14.94%
1 Year
−3.39%
8.00%
3 Years
—
—
5 Years
—
—
Since Inception
6.01%
8.49%
Fund Age
2 yrs 4 mo
14 mo
AUM
₹467 Cr
₹41.73 Cr
Alpha – 1 Year
−6.37%
5.02%
Alpha – 3 Years
—
—
Information Ratio – 3 Years
—
—
Volatility – 1 Year
20.24%
27.44%
Volatility – 3 Years
—
—
Beta – 1 Year
1.10
1.39
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
-0.34
0.20
Sharpe Ratio – 3 Years
—
—
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
−14.02%
−15.11%
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 2% · M 1% · S 94%
Number of Stocks
25
49
Portfolio P/E
34.53
37.54
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%
Welspun Corp Ltd · 11.69%
Vedanta Oil and Gas Ltd · 9.44%
Graphite India Ltd · 6.09%
Asian Energy Services Ltd · 5.93%
NBCC (India) Ltd · 5.81%
Top Sectors
Capital Goods · 39.55%
Construction · 13.39%
Financial Services · 11.23%
Capital Goods · 36.47%
Oil, Gas & Consumable Fuels · 15.54%
Services · 10.43%
Fixed Fee
2.50% / yr
2.05% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%