Portfolio Management Services (PMS)Compare Schemes
ASK Lighthouse vs Care PMS - Large & Midcap Strategy
Add SchemeGrowth of ₹1 Crore
ASK Lighthouse
Care PMS - Large & Midcap Strategy
Return for the risk
3 yrs return
15%
20%
25%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−0.73%
−1.86%
6 Months
−1.97%
0.50%
1 Year
−3.39%
6.34%
3 Years
—
19.74%
5 Years
—
16.62%
Since Inception
6.01%
20.10%
Fund Age
2 yrs 4 mo
6 yrs 1 mo
AUM
₹467 Cr
₹56.91 Cr
Alpha – 1 Year
−6.37%
1.64%
Alpha – 3 Years
—
7.64%
Information Ratio – 3 Years
—
0.90
Volatility – 1 Year
20.24%
16.52%
Volatility – 3 Years
—
17.18%
Beta – 1 Year
1.10
0.89
Beta – 3 Years
—
1.04
Sharpe Ratio – 1 Year
-0.34
0.14
Sharpe Ratio – 3 Years
—
0.84
Worst Rolling Year
—
18.93%
Value at Worst Rolling Year
—
₹1.19 Cr
Deepest Drawdown
−14.02%
−18.72%
Recovery Period
Not yet recovered
245 days
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
25.30%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 61% · M 15% · S 23%
L 59% · M 40%
Number of Stocks
25
20
Portfolio P/E
34.53
27.00
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%
Zydus Lifesciences Ltd · 12.94%
UltraTech Cement Ltd · 10.19%
Hindalco Industries Ltd · 8.37%
Coromandel International Ltd · 8.27%
Larsen & Toubro Ltd · 7.24%
Top Sectors
Capital Goods · 39.55%
Construction · 13.39%
Financial Services · 11.23%
Healthcare · 19.74%
Metals & Mining · 18.68%
Chemicals · 12.76%
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%