Portfolio Management Services (PMS)Compare Schemes
ASK Lighthouse vs HSBC Aspire Portfolio
Add SchemeGrowth of ₹1 Crore
ASK Lighthouse
HSBC Aspire Portfolio
Return for the risk
1 yr return
-10%
-5%
0%
5%
10%
15%
Nifty 500 · 3%
10%
20%
30%
Volatility • 1 yr deviation
1 Month
−0.73%
3.01%
6 Months
−1.97%
10.30%
1 Year
−3.39%
9.97%
3 Years
—
—
5 Years
—
—
Since Inception
6.01%
11.50%
Fund Age
2 yrs 4 mo
2 yrs 11 mo
AUM
₹467 Cr
₹52.29 Cr
Alpha – 1 Year
−6.37%
5.25%
Alpha – 3 Years
—
—
Information Ratio – 3 Years
—
—
Volatility – 1 Year
20.24%
19.66%
Volatility – 3 Years
—
18.26%
Beta – 1 Year
1.10
1.10
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
-0.34
0.31
Sharpe Ratio – 3 Years
—
0.41
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
−14.02%
−23.91%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
—
Median Rolling Year
—
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 61% · M 15% · S 23%
L 16% · M 27% · S 52%
Number of Stocks
25
30
Portfolio P/E
34.53
30.87
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%
Max Financial Services Ltd · 5.56%
Manappuram Finance Ltd · 4.94%
Welspun Corp Ltd · 4.43%
Fortis Healthcare Ltd · 4.06%
Aadhar Housing Finance Ltd · 3.55%
Top Sectors
Capital Goods · 39.55%
Construction · 13.39%
Financial Services · 11.23%
Financial Services · 26.93%
Capital Goods · 11.16%
Healthcare · 10.75%
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%