Portfolio Management Services (PMS)Compare Schemes
ASK Lighthouse vs Enam India Vision Portfolio
Add SchemeGrowth of ₹1 Crore
ASK Lighthouse
Enam India Vision Portfolio
Return for the risk
3 yrs return
5%
10%
15%
20%
0%
10%
20%
Volatility • 3 yrs deviation
1 Month
−0.73%
1.68%
6 Months
−1.97%
12.22%
1 Year
−3.39%
16.41%
3 Years
—
12.88%
5 Years
—
—
Since Inception
6.01%
15.20%
Fund Age
2 yrs 4 mo
3 yrs 7 mo
AUM
₹467 Cr
₹890.3 Cr
Alpha – 1 Year
−6.37%
11.69%
Alpha – 3 Years
—
0.79%
Information Ratio – 3 Years
—
0.11
Volatility – 1 Year
20.24%
18.16%
Volatility – 3 Years
—
14.87%
Beta – 1 Year
1.10
0.92
Beta – 3 Years
—
0.86
Sharpe Ratio – 1 Year
-0.34
0.64
Sharpe Ratio – 3 Years
—
0.54
Worst Rolling Year
—
11.39%
Value at Worst Rolling Year
—
₹1.11 Cr
Deepest Drawdown
−14.02%
−18.04%
Recovery Period
Not yet recovered
487 days
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
13.55%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 61% · M 15% · S 23%
L 31% · M 50% · S 18%
Number of Stocks
25
20
Portfolio P/E
34.53
33.00
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%
Piramal Finance Ltd · 10.75%
Aegis Logistics Ltd · 8.94%
Emcure Pharmaceuticals Ltd · 7.58%
Glenmark Pharmaceuticals Ltd · 7.51%
Bharti Airtel Ltd · 6.89%
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%
0% / 0% / 0%