Portfolio Management Services (PMS)Compare Schemes
ASK Lighthouse vs Kotak Pioneer Model Strategy Moderate
Add SchemeGrowth of ₹1 Crore
ASK Lighthouse
Kotak Pioneer Model Strategy Moderate
Return for the risk
1 yr return
-10%
-5%
0%
5%
10%
15%
20%
Nifty 500 · 3%
0%
10%
20%
30%
Volatility • 1 yr deviation
1 Month
−0.73%
1.38%
6 Months
−1.97%
−0.96%
1 Year
−3.39%
13.47%
3 Years
—
—
5 Years
—
—
Since Inception
6.01%
13.04%
Fund Age
2 yrs 4 mo
4 yrs 1 mo
AUM
₹467 Cr
₹8.03 Cr
Alpha – 1 Year
−6.37%
6.76%
Alpha – 3 Years
—
—
Information Ratio – 3 Years
—
0.20
Volatility – 1 Year
20.24%
13.65%
Volatility – 3 Years
—
9.67%
Beta – 1 Year
1.10
1.23
Beta – 3 Years
—
1.06
Sharpe Ratio – 1 Year
-0.34
0.60
Sharpe Ratio – 3 Years
—
0.77
Worst Rolling Year
—
11.57%
Value at Worst Rolling Year
—
₹1.12 Cr
Deepest Drawdown
−14.02%
−12.95%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
13.65%
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%
HDFC Flexi Cap Fund - Direct (G) · 15.10%
Kotak Flexi Cap Fund - Direct (G) · 13.59%
HDFC Ultra Short to Short Term Fund - Direct (G) · 11.63%
ICICI Pru Ultra Short to Short Term Fund - Direct (G) · 7.75%
Kotak Active Momentum Fund - Direct (G) · 7.39%
Top Sectors
Capital Goods · 39.55%
Construction · 13.39%
Financial Services · 11.23%
—
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
1% / – / –