Portfolio Management Services (PMS)Compare Schemes
ASK Lighthouse vs Ayan-PriceBridge Upswing
Add SchemeGrowth of ₹1 Crore
ASK Lighthouse
Ayan-PriceBridge Upswing
Return for the risk
3 yrs return
5%
10%
15%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−0.73%
0.67%
6 Months
−1.97%
6.20%
1 Year
−3.39%
9.45%
3 Years
—
11.74%
5 Years
—
—
Since Inception
6.01%
12.77%
Fund Age
2 yrs 4 mo
3 yrs 7 mo
AUM
₹467 Cr
₹223.43 Cr
Alpha – 1 Year
−6.37%
9.88%
Alpha – 3 Years
—
3.17%
Information Ratio – 3 Years
—
0.40
Volatility – 1 Year
20.24%
16.24%
Volatility – 3 Years
—
16.22%
Beta – 1 Year
1.10
0.89
Beta – 3 Years
—
1.02
Sharpe Ratio – 1 Year
-0.34
0.30
Sharpe Ratio – 3 Years
—
0.44
Worst Rolling Year
—
11.49%
Value at Worst Rolling Year
—
₹1.11 Cr
Deepest Drawdown
−14.02%
−24.20%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
13.89%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 61% · M 15% · S 23%
L 45% · M 31% · S 19%
Number of Stocks
25
96
Portfolio P/E
34.53
27.01
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%
Bosch Ltd · 3.98%
Redington Ltd · 3.65%
Tech Mahindra Ltd · 3.48%
Max Healthcare Institute Ltd · 3.45%
Hindalco Industries Ltd · 3.41%
Top Sectors
Capital Goods · 39.55%
Construction · 13.39%
Financial Services · 11.23%
Healthcare · 15.55%
Financial Services · 15.06%
Capital Goods · 12.55%
Fixed Fee
2.50% / yr
1.35% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%