Portfolio Management Services (PMS)Compare Schemes
ASK Lighthouse vs MOAT - Moderate Compounders
Add SchemeGrowth of ₹1 Crore
ASK Lighthouse
MOAT - Moderate Compounders
Return for the risk
3 yrs return
5%
10%
15%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−0.73%
2.75%
6 Months
−1.97%
8.17%
1 Year
−3.39%
3.28%
3 Years
—
8.41%
5 Years
—
12.53%
Since Inception
6.01%
11.01%
Fund Age
2 yrs 4 mo
12 yrs 9 mo
AUM
₹467 Cr
₹16.57 Cr
Alpha – 1 Year
−6.37%
−1.44%
Alpha – 3 Years
—
−3.68%
Information Ratio – 3 Years
—
-0.32
Volatility – 1 Year
20.24%
20.74%
Volatility – 3 Years
—
17.91%
Beta – 1 Year
1.10
1.13
Beta – 3 Years
—
1.09
Sharpe Ratio – 1 Year
-0.34
0.00
Sharpe Ratio – 3 Years
—
0.32
Worst Rolling Year
—
-16.89%
Value at Worst Rolling Year
—
₹0.83 Cr
Deepest Drawdown
−14.02%
−28.21%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
73.60%
Median Rolling Year
—
13.43%
5-Year Rolling Windows Positive
—
88.30%
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%
Kirloskar Pneumatic Company Ltd · 4.87%
Jio Financial Services Ltd · 4.53%
Bharat Dynamics Ltd · 4.21%
Trent Ltd · 4.20%
Galaxy Surfactants Ltd · 4.15%
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%