Portfolio Management Services (PMS)Compare Schemes
ASK Lighthouse vs Carnelian Capital - Compounder Strategy
Add SchemeGrowth of ₹1 Crore
ASK Lighthouse
Carnelian Capital - Compounder Strategy
Return for the risk
3 yrs return
20%
25%
30%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−0.73%
4.57%
6 Months
−1.97%
15.76%
1 Year
−3.39%
22.36%
3 Years
—
23.83%
5 Years
—
17.53%
Since Inception
6.01%
20.07%
Fund Age
2 yrs 4 mo
7 yrs 3 mo
AUM
₹467 Cr
₹2,271.9 Cr
Alpha – 1 Year
−6.37%
17.64%
Alpha – 3 Years
—
11.75%
Information Ratio – 3 Years
—
1.40
Volatility – 1 Year
20.24%
21.11%
Volatility – 3 Years
—
18.96%
Beta – 1 Year
1.10
1.17
Beta – 3 Years
—
1.12
Sharpe Ratio – 1 Year
-0.34
0.81
Sharpe Ratio – 3 Years
—
0.96
Worst Rolling Year
—
10.25%
Value at Worst Rolling Year
—
₹1.10 Cr
Deepest Drawdown
−14.02%
−19.83%
Recovery Period
Not yet recovered
123 days
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
21.55%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 61% · M 15% · S 23%
L 30% · M 46% · S 22%
Number of Stocks
25
30
Portfolio P/E
34.53
29.80
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%
Aditya Birla Capital Ltd · 10.17%
Laurus Labs Ltd · 8.63%
Biocon Ltd · 7.50%
One 97 Communications Ltd · 4.59%
Bharat Heavy Electricals Ltd · 4.29%
Top Sectors
Capital Goods · 39.55%
Construction · 13.39%
Financial Services · 11.23%
—
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%