Portfolio Management Services (PMS)Compare Schemes
ASK Lighthouse vs CAPITAL MIND-All Weather Equity
Add SchemeGrowth of ₹1 Crore
ASK Lighthouse
CAPITAL MIND-All Weather Equity
Return for the risk
3 yrs return
10%
15%
20%
0%
10%
20%
Volatility • 3 yrs deviation
1 Month
−0.73%
1.61%
6 Months
−1.97%
4.03%
1 Year
−3.39%
4.49%
3 Years
—
14.35%
5 Years
—
—
Since Inception
6.01%
16.62%
Fund Age
2 yrs 4 mo
4 yrs
AUM
₹467 Cr
₹303 Cr
Alpha – 1 Year
−6.37%
4.92%
Alpha – 3 Years
—
5.78%
Information Ratio – 3 Years
—
1.15
Volatility – 1 Year
20.24%
16.32%
Volatility – 3 Years
—
14.15%
Beta – 1 Year
1.10
0.98
Beta – 3 Years
—
0.97
Sharpe Ratio – 1 Year
-0.34
0.01
Sharpe Ratio – 3 Years
—
0.64
Worst Rolling Year
—
14.36%
Value at Worst Rolling Year
—
₹1.14 Cr
Deepest Drawdown
−14.02%
−16.17%
Recovery Period
Not yet recovered
245 days
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
18.76%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 61% · M 15% · S 23%
—
Number of Stocks
25
—
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%
—
Top Sectors
Capital Goods · 39.55%
Construction · 13.39%
Financial Services · 11.23%
—
Fixed Fee
2.50% / yr
0.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
—