Portfolio Management Services (PMS)Compare Schemes
ASK Lighthouse vs Karma - Wealth Builder
Add SchemeGrowth of ₹1 Crore
ASK Lighthouse
Karma - Wealth Builder
Return for the risk
3 yrs return
10%
15%
20%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−0.73%
4.30%
6 Months
−1.97%
9.50%
1 Year
−3.39%
10.30%
3 Years
—
13.40%
5 Years
—
13.85%
Since Inception
6.01%
12.90%
Fund Age
2 yrs 4 mo
19 yrs 8 mo
AUM
₹467 Cr
₹295.65 Cr
Alpha – 1 Year
−6.37%
5.60%
Alpha – 3 Years
—
1.30%
Information Ratio – 3 Years
—
0.46
Volatility – 1 Year
20.24%
20.18%
Volatility – 3 Years
—
17.30%
Beta – 1 Year
1.10
1.09
Beta – 3 Years
—
1.05
Sharpe Ratio – 1 Year
-0.34
0.32
Sharpe Ratio – 3 Years
—
0.49
Worst Rolling Year
—
-20.52%
Value at Worst Rolling Year
—
₹0.79 Cr
Deepest Drawdown
−14.02%
−12.92%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
82.46%
Median Rolling Year
—
16.95%
5-Year Rolling Windows Positive
—
98.31%
Market-Cap Mix
L 61% · M 15% · S 23%
L 21% · M 15% · S 62%
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%
Jubilant Pharmova Ltd · 6.90%
Alivus Life Sciences Ltd · 6.80%
Varroc Engineering Ltd · 6.50%
Sansera Engineering Ltd · 6.40%
Tata Motors Ltd · 5.50%
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%
1% / – / –