Portfolio Management Services (PMS)Compare Schemes
ASK Lighthouse vs Bonanza - Growth
Add SchemeGrowth of ₹1 Crore
ASK Lighthouse
Bonanza - Growth
Return for the risk
3 yrs return
5%
10%
15%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−0.73%
3.68%
6 Months
−1.97%
−1.81%
1 Year
−3.39%
5.85%
3 Years
—
8.65%
5 Years
—
7.90%
Since Inception
6.01%
16.09%
Fund Age
2 yrs 4 mo
16 yrs 4 mo
AUM
₹467 Cr
₹22.08 Cr
Alpha – 1 Year
−6.37%
6.20%
Alpha – 3 Years
—
−0.35%
Information Ratio – 3 Years
—
0.11
Volatility – 1 Year
20.24%
17.32%
Volatility – 3 Years
—
15.11%
Beta – 1 Year
1.10
0.79
Beta – 3 Years
—
0.87
Sharpe Ratio – 1 Year
-0.34
0.10
Sharpe Ratio – 3 Years
—
0.36
Worst Rolling Year
—
0.88%
Value at Worst Rolling Year
—
₹1.01 Cr
Deepest Drawdown
−14.02%
−17.79%
Recovery Period
Not yet recovered
297 days
1-Year Rolling Windows Positive
—
99.98%
Median Rolling Year
—
18.31%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 61% · M 15% · S 23%
L 22% · M 16% · S 47%
Number of Stocks
25
37
Portfolio P/E
34.53
45.09
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 · 7.39%
Bharat Heavy Electricals Ltd · 5.26%
Welspun Corp Ltd · 5.07%
Goldiam International Ltd · 5.02%
BSE Ltd · 4.93%
Top Sectors
Capital Goods · 39.55%
Construction · 13.39%
Financial Services · 11.23%
Capital Goods · 28.77%
Financial Services · 25.36%
Information Technology · 9.01%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
1% / 0% / 0%