Portfolio Management Services (PMS)Compare Schemes
ASK Lighthouse vs Capitalmind - Surge India
Add SchemeGrowth of ₹1 Crore
ASK Lighthouse
Capitalmind - Surge India
Return for the risk
3 yrs return
10%
15%
20%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−0.73%
−2.53%
6 Months
−1.97%
2.18%
1 Year
−3.39%
−4.96%
3 Years
—
15.69%
5 Years
—
15.58%
Since Inception
6.01%
10.95%
Fund Age
2 yrs 4 mo
8 yrs 8 mo
AUM
₹467 Cr
₹649.19 Cr
Alpha – 1 Year
−6.37%
−4.53%
Alpha – 3 Years
—
7.12%
Information Ratio – 3 Years
—
0.60
Volatility – 1 Year
20.24%
15.34%
Volatility – 3 Years
—
18.43%
Beta – 1 Year
1.10
0.74
Beta – 3 Years
—
0.99
Sharpe Ratio – 1 Year
-0.34
-0.61
Sharpe Ratio – 3 Years
—
0.59
Worst Rolling Year
—
-6.10%
Value at Worst Rolling Year
—
₹0.94 Cr
Deepest Drawdown
−14.02%
−22.16%
Recovery Period
Not yet recovered
122 days
1-Year Rolling Windows Positive
—
91.42%
Median Rolling Year
—
20.85%
5-Year Rolling Windows Positive
—
100.00%
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
1.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%