Portfolio Management Services (PMS)Compare Schemes
ASK Lighthouse vs Carnelian Capital - Contra Portfolio Strategy
Add SchemeGrowth of ₹1 Crore
ASK Lighthouse
Carnelian Capital - Contra Portfolio Strategy
Return for the risk
3 yrs return
15%
20%
25%
30%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−0.73%
2.00%
6 Months
−1.97%
4.51%
1 Year
−3.39%
15.12%
3 Years
—
22.90%
5 Years
—
—
Since Inception
6.01%
24.96%
Fund Age
2 yrs 4 mo
4 yrs 7 mo
AUM
₹467 Cr
₹136 Cr
Alpha – 1 Year
−6.37%
10.40%
Alpha – 3 Years
—
10.82%
Information Ratio – 3 Years
—
1.17
Volatility – 1 Year
20.24%
19.24%
Volatility – 3 Years
—
20.81%
Beta – 1 Year
1.10
1.07
Beta – 3 Years
—
1.25
Sharpe Ratio – 1 Year
-0.34
0.55
Sharpe Ratio – 3 Years
—
0.85
Worst Rolling Year
—
21.90%
Value at Worst Rolling Year
—
₹1.22 Cr
Deepest Drawdown
−14.02%
−25.24%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
31.91%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 61% · M 15% · S 23%
L 53% · M 22% · S 20%
Number of Stocks
25
18
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%
Reliance Industries Ltd · 9.30%
Kotak Mahindra Bank Ltd · 8.31%
Bajaj Auto Ltd · 7.30%
Kalyan Jewellers India Ltd · 7.28%
Biocon Ltd · 7.13%
Top Sectors
Capital Goods · 39.55%
Construction · 13.39%
Financial Services · 11.23%
—
Fixed Fee
2.50% / yr
1.75% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
1% / 0% / 0%