Portfolio Management Services (PMS)Compare Schemes
ASK Lighthouse vs BB Money Plant
Add SchemeGrowth of ₹1 Crore
ASK Lighthouse
BB Money Plant
Return for the risk
1 yr return
-10%
-5%
0%
5%
10%
15%
20%
25%
30%
35%
Nifty 500 · 3%
10%
20%
30%
Volatility • 1 yr deviation
1 Month
−0.73%
−0.92%
6 Months
−1.97%
16.35%
1 Year
−3.39%
29.45%
3 Years
—
—
5 Years
—
—
Since Inception
6.01%
33.72%
Fund Age
2 yrs 4 mo
16 mo
AUM
₹467 Cr
₹17.74 Cr
Alpha – 1 Year
−6.37%
26.47%
Alpha – 3 Years
—
—
Information Ratio – 3 Years
—
—
Volatility – 1 Year
20.24%
19.66%
Volatility – 3 Years
—
—
Beta – 1 Year
1.10
0.78
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
-0.34
1.14
Sharpe Ratio – 3 Years
—
—
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
−14.02%
−14.20%
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 5% · M 2% · S 74%
Number of Stocks
25
30
Portfolio P/E
34.53
52.18
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%
Cash & Cash Equivalent · 11.00%
Sansera Engineering Ltd · 5.60%
Welspun Corp Ltd · 5.51%
Venus Remedies Ltd · 5.44%
Nippon India ETF Gold BeES · 4.90%
Top Sectors
Capital Goods · 39.55%
Construction · 13.39%
Financial Services · 11.23%
Capital Goods · 38.89%
Healthcare · 11.82%
Information Technology · 8.38%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
3% / 2% / 1%