Portfolio Management Services (PMS)Compare Schemes
ASK Lighthouse vs Buoyant - Opportunities
Add SchemeGrowth of ₹1 Crore
ASK Lighthouse
Buoyant - Opportunities
Return for the risk
3 yrs return
10%
15%
20%
0%
10%
20%
Volatility • 3 yrs deviation
1 Month
−0.73%
1.73%
6 Months
−1.97%
2.87%
1 Year
−3.39%
8.13%
3 Years
—
16.18%
5 Years
—
18.39%
Since Inception
6.01%
20.76%
Fund Age
2 yrs 4 mo
10 yrs
AUM
₹467 Cr
₹12,257.23 Cr
Alpha – 1 Year
−6.37%
5.15%
Alpha – 3 Years
—
4.29%
Information Ratio – 3 Years
—
0.41
Volatility – 1 Year
20.24%
17.45%
Volatility – 3 Years
—
14.35%
Beta – 1 Year
1.10
0.98
Beta – 3 Years
—
0.87
Sharpe Ratio – 1 Year
-0.34
0.22
Sharpe Ratio – 3 Years
—
0.68
Worst Rolling Year
—
-5.58%
Value at Worst Rolling Year
—
₹0.94 Cr
Deepest Drawdown
−14.02%
−13.15%
Recovery Period
Not yet recovered
92 days
1-Year Rolling Windows Positive
—
87.09%
Median Rolling Year
—
23.41%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 61% · M 15% · S 23%
L 55% · M 21% · S 12%
Number of Stocks
25
40
Portfolio P/E
34.53
24.82
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 · 7.56%
ICICI Bank Ltd · 7.26%
Axis Bank Ltd · 5.83%
Other Funds · 3.82%
Bharti Airtel Ltd · 3.73%
Top Sectors
Capital Goods · 39.55%
Construction · 13.39%
Financial Services · 11.23%
—
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%