Portfolio Management Services (PMS)Compare Schemes
ASK Lighthouse vs Estee-I-Alpha
Add SchemeGrowth of ₹1 Crore
ASK Lighthouse
Estee-I-Alpha
Return for the risk
3 yrs return
5%
10%
15%
0%
10%
Volatility • 3 yrs deviation
1 Month
−0.73%
−0.25%
6 Months
−1.97%
3.36%
1 Year
−3.39%
7.71%
3 Years
—
10.42%
5 Years
—
9.09%
Since Inception
6.01%
10.42%
Fund Age
2 yrs 4 mo
16 yrs 11 mo
AUM
₹467 Cr
₹257.93 Cr
Alpha – 1 Year
−6.37%
0.40%
Alpha – 3 Years
—
2.97%
Information Ratio – 3 Years
—
2.62
Volatility – 1 Year
20.24%
1.99%
Volatility – 3 Years
—
1.94%
Beta – 1 Year
1.10
0.35
Beta – 3 Years
—
0.35
Sharpe Ratio – 1 Year
-0.34
1.45
Sharpe Ratio – 3 Years
—
3.79
Worst Rolling Year
—
7.00%
Value at Worst Rolling Year
—
₹1.07 Cr
Deepest Drawdown
−14.02%
—
Recovery Period
Not yet recovered
—
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
11.56%
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%
HDFC Bank Ltd · 5.03%
ICICI Bank Ltd · 3.21%
Kotak Mahindra Bank Ltd · 1.04%
IndusInd Bank Ltd · 0.97%
SBI · 0.72%
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%