Portfolio Management Services (PMS)Compare Schemes
ASK Lighthouse vs Equirus Securities - Long Horizon Fund
Add SchemeGrowth of ₹1 Crore
ASK Lighthouse
Equirus Securities - Long Horizon Fund
Return for the risk
3 yrs return
10%
15%
20%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−0.73%
5.54%
6 Months
−1.97%
29.52%
1 Year
−3.39%
27.35%
3 Years
—
14.30%
5 Years
—
12.28%
Since Inception
6.01%
21.22%
Fund Age
2 yrs 4 mo
9 yrs 10 mo
AUM
₹467 Cr
₹374.43 Cr
Alpha – 1 Year
−6.37%
22.63%
Alpha – 3 Years
—
2.21%
Information Ratio – 3 Years
—
0.15
Volatility – 1 Year
20.24%
28.49%
Volatility – 3 Years
—
24.50%
Beta – 1 Year
1.10
1.39
Beta – 3 Years
—
1.24
Sharpe Ratio – 1 Year
-0.34
0.80
Sharpe Ratio – 3 Years
—
0.46
Worst Rolling Year
—
-3.89%
Value at Worst Rolling Year
—
₹0.96 Cr
Deepest Drawdown
−14.02%
−30.92%
Recovery Period
Not yet recovered
484 days
1-Year Rolling Windows Positive
—
98.76%
Median Rolling Year
—
18.04%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 61% · M 15% · S 23%
M 4% · S 95%
Number of Stocks
25
29
Portfolio P/E
34.53
36.10
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%
Thangamayil Jewellery Ltd · 13.33%
United Foodbrands Ltd · 7.09%
Jubilant Ingrevia Ltd · 5.22%
Arman Financial Services Ltd · 5.01%
Rane Holdings Ltd · 4.97%
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%
2% / 1% / 0%