Portfolio Management Services (PMS)Compare Schemes
ASK Lighthouse vs MOAT - Emerging Moat
Add SchemeGrowth of ₹1 Crore
ASK Lighthouse
MOAT - Emerging Moat
Return for the risk
3 yrs return
5%
10%
15%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−0.73%
2.64%
6 Months
−1.97%
5.29%
1 Year
−3.39%
2.64%
3 Years
—
8.64%
5 Years
—
—
Since Inception
6.01%
12.31%
Fund Age
2 yrs 4 mo
3 yrs 11 mo
AUM
₹467 Cr
₹56.94 Cr
Alpha – 1 Year
−6.37%
−2.08%
Alpha – 3 Years
—
−3.45%
Information Ratio – 3 Years
—
-0.33
Volatility – 1 Year
20.24%
19.56%
Volatility – 3 Years
—
17.76%
Beta – 1 Year
1.10
1.08
Beta – 3 Years
—
1.07
Sharpe Ratio – 1 Year
-0.34
-0.05
Sharpe Ratio – 3 Years
—
0.31
Worst Rolling Year
—
8.64%
Value at Worst Rolling Year
—
₹1.09 Cr
Deepest Drawdown
−14.02%
−25.57%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
14.83%
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%
Hero MotoCorp Ltd · 5.25%
Kajaria Ceramics Ltd · 5.12%
State Bank of India · 4.44%
Sheela Foam Ltd · 3.76%
Pidilite Industries Ltd · 3.36%
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%
0% / 0% / 0%