Portfolio Management Services (PMS)Compare Schemes
ASK Lighthouse vs Badjate Multicap Fund
Add SchemeGrowth of ₹1 Crore
ASK Lighthouse
Badjate Multicap Fund
Return for the risk
3 yrs return
15%
20%
25%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
−0.73%
0.08%
6 Months
−1.97%
9.62%
1 Year
−3.39%
2.22%
3 Years
—
18.64%
5 Years
—
16.68%
Since Inception
6.01%
18.59%
Fund Age
2 yrs 4 mo
5 yrs
AUM
₹467 Cr
₹159.01 Cr
Alpha – 1 Year
−6.37%
−0.76%
Alpha – 3 Years
—
6.74%
Information Ratio – 3 Years
—
0.40
Volatility – 1 Year
20.24%
25.41%
Volatility – 3 Years
—
25.71%
Beta – 1 Year
1.10
1.32
Beta – 3 Years
—
1.31
Sharpe Ratio – 1 Year
-0.34
-0.02
Sharpe Ratio – 3 Years
—
0.58
Worst Rolling Year
—
17.76%
Value at Worst Rolling Year
—
₹1.18 Cr
Deepest Drawdown
−14.02%
−32.80%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
28.84%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 61% · M 15% · S 23%
L 7% · M 14% · S 74%
Number of Stocks
25
95
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%
Multi Commodity Exchange of India Ltd · 4.59%
Nuvama Wealth Management Ltd · 4.46%
Tanfac Industries Ltd · 4.23%
Garden Reach Shipbuilders & Engineers Ltd · 4.10%
Southern Petrochemicals Industries Corporation Ltd · 3.59%
Top Sectors
Capital Goods · 39.55%
Construction · 13.39%
Financial Services · 11.23%
Healthcare · 19.11%
Capital Goods · 17.93%
Financial Services · 15.51%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
—