Portfolio Management Services (PMS)Compare Schemes
ASK Lighthouse vs BADJATE GROWTH FUND
Add SchemeGrowth of ₹1 Crore
ASK Lighthouse
BADJATE GROWTH FUND
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%
2.52%
6 Months
−1.97%
7.52%
1 Year
−3.39%
10.06%
3 Years
—
—
5 Years
—
—
Since Inception
6.01%
8.30%
Fund Age
2 yrs 4 mo
14 mo
AUM
₹467 Cr
₹27.97 Cr
Alpha – 1 Year
−6.37%
7.08%
Alpha – 3 Years
—
—
Information Ratio – 3 Years
—
—
Volatility – 1 Year
20.24%
20.30%
Volatility – 3 Years
—
—
Beta – 1 Year
1.10
1.01
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
-0.34
0.30
Sharpe Ratio – 3 Years
—
—
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
−14.02%
−12.48%
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 46% · M 14% · S 32%
Number of Stocks
25
62
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%
Gravita India Ltd · 5.57%
Multi Commodity Exchange of India Ltd · 5.48%
Yatharth Hospital & Trauma Care Services Ltd · 5.36%
Deepak Fertilisers & Petrochemicals Corp Ltd · 4.99%
Gujarat Mineral Development Corporation Ltd · 4.90%
Top Sectors
Capital Goods · 39.55%
Construction · 13.39%
Financial Services · 11.23%
Financial Services · 28.51%
Healthcare · 9.37%
Capital Goods · 9.33%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
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