Portfolio Management Services (PMS)Compare Schemes
ASK Lighthouse vs NAFA CLEAN TECH PORTFOLIO
Add SchemeGrowth of ₹1 Crore
ASK Lighthouse
NAFA CLEAN TECH PORTFOLIO
Return for the risk
3 yrs return
10%
15%
20%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
−0.73%
−2.26%
6 Months
−1.97%
9.35%
1 Year
−3.39%
10.43%
3 Years
—
15.16%
5 Years
—
—
Since Inception
6.01%
21.24%
Fund Age
2 yrs 4 mo
4 yrs 11 mo
AUM
₹467 Cr
₹16.88 Cr
Alpha – 1 Year
−6.37%
8.57%
Alpha – 3 Years
—
3.08%
Information Ratio – 3 Years
—
0.34
Volatility – 1 Year
20.24%
33.08%
Volatility – 3 Years
—
27.65%
Beta – 1 Year
1.10
1.54
Beta – 3 Years
—
1.38
Sharpe Ratio – 1 Year
-0.34
0.28
Sharpe Ratio – 3 Years
—
0.51
Worst Rolling Year
—
12.88%
Value at Worst Rolling Year
—
₹1.13 Cr
Deepest Drawdown
−14.02%
−32.66%
Recovery Period
Not yet recovered
436 days
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
24.61%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 61% · M 15% · S 23%
L 9% · M 17% · S 71%
Number of Stocks
25
16
Portfolio P/E
34.53
48.24
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%
Capital Goods · 27.35%
Automobile and Auto Components · 20.97%
Information Technology · 15.21%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
1% / 0% / 0%