Portfolio Management Services (PMS)Compare Schemes
ASK Lighthouse vs JM Financial - Focus
Add SchemeGrowth of ₹1 Crore
ASK Lighthouse
JM Financial - Focus
Return for the risk
3 yrs return
10%
15%
20%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−0.73%
1.03%
6 Months
−1.97%
6.82%
1 Year
−3.39%
3.42%
3 Years
—
13.55%
5 Years
—
9.47%
Since Inception
6.01%
15.08%
Fund Age
2 yrs 4 mo
13 yrs 9 mo
AUM
₹467 Cr
₹319.05 Cr
Alpha – 1 Year
−6.37%
0.44%
Alpha – 3 Years
—
1.66%
Information Ratio – 3 Years
—
0.24
Volatility – 1 Year
20.24%
13.79%
Volatility – 3 Years
—
15.92%
Beta – 1 Year
1.10
0.75
Beta – 3 Years
—
0.91
Sharpe Ratio – 1 Year
-0.34
-0.08
Sharpe Ratio – 3 Years
—
0.53
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
−14.02%
−20.24%
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 63% · M 12% · S 18%
Number of Stocks
25
49
Portfolio P/E
34.53
33.08
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%
ICICI Bank Ltd · 6.48%
HDFC Bank Ltd · 5.81%
Axis Bank Ltd · 5.40%
Divis Laboratories Ltd · 5.04%
Pidilite Industries Ltd · 4.93%
Top Sectors
Capital Goods · 39.55%
Construction · 13.39%
Financial Services · 11.23%
Capital Goods · 25.27%
Financial Services · 18.78%
Healthcare · 14.56%
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%