Portfolio Management Services (PMS)Compare Schemes
ASK Lighthouse vs JM-Apex
Add SchemeGrowth of ₹1 Crore
ASK Lighthouse
JM-Apex
Return for the risk
3 yrs return
10%
15%
20%
25%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−0.73%
5.10%
6 Months
−1.97%
17.39%
1 Year
−3.39%
20.93%
3 Years
—
17.01%
5 Years
—
—
Since Inception
6.01%
19.54%
Fund Age
2 yrs 4 mo
3 yrs 6 mo
AUM
₹467 Cr
₹615.02 Cr
Alpha – 1 Year
−6.37%
16.21%
Alpha – 3 Years
—
4.92%
Information Ratio – 3 Years
—
—
Volatility – 1 Year
20.24%
19.36%
Volatility – 3 Years
—
18.51%
Beta – 1 Year
1.10
1.01
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
-0.34
0.81
Sharpe Ratio – 3 Years
—
0.72
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
−14.02%
−14.79%
Recovery Period
Not yet recovered
45 days
1-Year Rolling Windows Positive
—
—
Median Rolling Year
—
—
5-Year Rolling Windows Positive
—
—
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%
CG Power & Industrial Solutions Ltd · 0.00%
E2E Networks Ltd · 0.00%
Polycab India Ltd · 0.00%
Angel One Ltd · 0.00%
Knowledge Marine & Engineering Works Ltd · 0.00%
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%
3% / 2% / 0%