Portfolio Management Services (PMS)Compare Schemes
ASK Lighthouse vs Carnelian Capital - Shift Strategy
Add SchemeGrowth of ₹1 Crore
ASK Lighthouse
Carnelian Capital - Shift Strategy
Return for the risk
3 yrs return
15%
20%
25%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−0.73%
4.38%
6 Months
−1.97%
19.54%
1 Year
−3.39%
15.57%
3 Years
—
20.08%
5 Years
—
21.78%
Since Inception
6.01%
32.33%
Fund Age
2 yrs 4 mo
5 yrs 10 mo
AUM
₹467 Cr
₹5,864.1 Cr
Alpha – 1 Year
−6.37%
10.85%
Alpha – 3 Years
—
8.00%
Information Ratio – 3 Years
—
1.40
Volatility – 1 Year
20.24%
22.27%
Volatility – 3 Years
—
21.12%
Beta – 1 Year
1.10
1.15
Beta – 3 Years
—
1.14
Sharpe Ratio – 1 Year
-0.34
0.52
Sharpe Ratio – 3 Years
—
0.73
Worst Rolling Year
—
20.10%
Value at Worst Rolling Year
—
₹1.20 Cr
Deepest Drawdown
−14.02%
−21.05%
Recovery Period
Not yet recovered
487 days
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
30.25%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 61% · M 15% · S 23%
L 15% · M 28% · S 52%
Number of Stocks
25
38
Portfolio P/E
34.53
29.00
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%
Laurus Labs Ltd · 8.02%
Biocon Ltd · 7.50%
Kalpataru Projects International Ltd · 5.11%
Bharat Heavy Electricals Ltd · 5.03%
Timken India Ltd · 4.01%
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%