Portfolio Management Services (PMS)Compare Schemes
ASK Lighthouse vs MOAT - Uppercrust Growth Fund
Add SchemeGrowth of ₹1 Crore
ASK Lighthouse
MOAT - Uppercrust Growth Fund
Return for the risk
3 yrs return
15%
20%
25%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−0.73%
3.74%
6 Months
−1.97%
1.17%
1 Year
−3.39%
15.87%
3 Years
—
19.02%
5 Years
—
—
Since Inception
6.01%
16.58%
Fund Age
2 yrs 4 mo
4 yrs 5 mo
AUM
₹467 Cr
₹72.15 Cr
Alpha – 1 Year
−6.37%
8.33%
Alpha – 3 Years
—
7.76%
Information Ratio – 3 Years
—
—
Volatility – 1 Year
20.24%
18.13%
Volatility – 3 Years
—
18.07%
Beta – 1 Year
1.10
1.41
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
-0.34
0.61
Sharpe Ratio – 3 Years
—
0.77
Worst Rolling Year
—
15.14%
Value at Worst Rolling Year
—
₹1.15 Cr
Deepest Drawdown
−14.02%
−22.14%
Recovery Period
Not yet recovered
301 days
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
21.99%
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%
—
Top Sectors
Capital Goods · 39.55%
Construction · 13.39%
Financial Services · 11.23%
—
Fixed Fee
2.50% / yr
2.75% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%