Portfolio Management Services (PMS)Compare Schemes
ASK Lighthouse vs Himalaya - EverFlow India Opportunities
Add SchemeGrowth of ₹1 Crore
ASK Lighthouse
Himalaya - EverFlow India Opportunities
Return for the risk
3 yrs return
15%
20%
25%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−0.73%
2.85%
6 Months
−1.97%
22.81%
1 Year
−3.39%
15.74%
3 Years
—
19.34%
5 Years
—
—
Since Inception
6.01%
24.49%
Fund Age
2 yrs 4 mo
3 yrs 3 mo
AUM
₹467 Cr
₹446.96 Cr
Alpha – 1 Year
−6.37%
11.02%
Alpha – 3 Years
—
7.25%
Information Ratio – 3 Years
—
0.86
Volatility – 1 Year
20.24%
23.09%
Volatility – 3 Years
—
17.79%
Beta – 1 Year
1.10
1.11
Beta – 3 Years
—
0.93
Sharpe Ratio – 1 Year
-0.34
0.51
Sharpe Ratio – 3 Years
—
0.79
Worst Rolling Year
—
19.32%
Value at Worst Rolling Year
—
₹1.19 Cr
Deepest Drawdown
−14.02%
−18.72%
Recovery Period
Not yet recovered
46 days
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
21.74%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 61% · M 15% · S 23%
L 19% · S 80%
Number of Stocks
25
30
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%
Financial Services · 25.49%
Healthcare · 24.18%
Consumer Services · 12.89%
Fixed Fee
2.50% / yr
—
Performance Fee / Plan
Fixed Plan
—
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
—