Portfolio Management Services (PMS)Compare Schemes
ASK Lighthouse vs Estee Advisors - Long Alpha
Add SchemeGrowth of ₹1 Crore
ASK Lighthouse
Estee Advisors - Long Alpha
Return for the risk
3 yrs return
10%
15%
20%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−0.73%
2.02%
6 Months
−1.97%
3.65%
1 Year
−3.39%
3.23%
3 Years
—
14.74%
5 Years
—
14.10%
Since Inception
6.01%
17.53%
Fund Age
2 yrs 4 mo
7 yrs 11 mo
AUM
₹467 Cr
₹54.28 Cr
Alpha – 1 Year
−6.37%
−1.49%
Alpha – 3 Years
—
2.65%
Information Ratio – 3 Years
—
0.42
Volatility – 1 Year
20.24%
16.98%
Volatility – 3 Years
—
19.62%
Beta – 1 Year
1.10
0.94
Beta – 3 Years
—
1.15
Sharpe Ratio – 1 Year
-0.34
-0.05
Sharpe Ratio – 3 Years
—
0.58
Worst Rolling Year
—
16.92%
Value at Worst Rolling Year
—
₹1.17 Cr
Deepest Drawdown
−14.02%
−25.33%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
29.71%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 61% · M 15% · S 23%
—
Number of Stocks
25
—
Portfolio P/E
34.53
—
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%
—
Top Sectors
Capital Goods · 39.55%
Construction · 13.39%
Financial Services · 11.23%
—
Fixed Fee
2.50% / yr
2.40% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%