Portfolio Management Services (PMS)Compare Schemes
ASK Lighthouse vs Centrum PMS - Build to Last
Add SchemeGrowth of ₹1 Crore
ASK Lighthouse
Centrum PMS - Build to Last
Return for the risk
3 yrs return
0%
5%
10%
15%
0%
10%
20%
Volatility • 3 yrs deviation
1 Month
−0.73%
−0.04%
6 Months
−1.97%
−3.71%
1 Year
−3.39%
−1.23%
3 Years
—
7.88%
5 Years
—
5.71%
Since Inception
6.01%
9.28%
Fund Age
2 yrs 4 mo
7 yrs 1 mo
AUM
₹467 Cr
₹2.48 Cr
Alpha – 1 Year
−6.37%
−5.95%
Alpha – 3 Years
—
−4.21%
Information Ratio – 3 Years
—
-1.27
Volatility – 1 Year
20.24%
17.16%
Volatility – 3 Years
—
14.17%
Beta – 1 Year
1.10
0.98
Beta – 3 Years
—
0.90
Sharpe Ratio – 1 Year
-0.34
-0.29
Sharpe Ratio – 3 Years
—
0.17
Worst Rolling Year
—
5.24%
Value at Worst Rolling Year
—
₹1.05 Cr
Deepest Drawdown
−14.02%
−16.54%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
11.29%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 61% · M 15% · S 23%
L 92% · M 4%
Number of Stocks
25
26
Portfolio P/E
34.53
29.84
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%
HDFC Bank Ltd · 9.71%
Reliance Industries Ltd · 7.63%
Bharat Electronics Ltd · 6.87%
Adani Ports & Special Economic Zone Ltd · 6.13%
Mahindra & Mahindra Ltd · 4.90%
Top Sectors
Capital Goods · 39.55%
Construction · 13.39%
Financial Services · 11.23%
Financial Services · 24.30%
Capital Goods · 11.53%
Automobile and Auto Components · 11.45%
Fixed Fee
2.50% / yr
1.75% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%