Portfolio Management Services (PMS)Compare Schemes
ASK Lighthouse vs NBC - Seeking Alpha
Add SchemeGrowth of ₹1 Crore
ASK Lighthouse
NBC - Seeking Alpha
Return for the risk
3 yrs return
15%
20%
25%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−0.73%
3.51%
6 Months
−1.97%
12.65%
1 Year
−3.39%
22.80%
3 Years
—
18.05%
5 Years
—
41.98%
Since Inception
6.01%
7.54%
Fund Age
2 yrs 4 mo
9 yrs 2 mo
AUM
₹467 Cr
₹9.17 Cr
Alpha – 1 Year
−6.37%
24.84%
Alpha – 3 Years
—
11.40%
Information Ratio – 3 Years
—
—
Volatility – 1 Year
20.24%
21.50%
Volatility – 3 Years
—
17.94%
Beta – 1 Year
1.10
—
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
-0.34
0.82
Sharpe Ratio – 3 Years
—
0.76
Worst Rolling Year
—
-34.33%
Value at Worst Rolling Year
—
₹0.66 Cr
Deepest Drawdown
−14.02%
−18.33%
Recovery Period
Not yet recovered
81 days
1-Year Rolling Windows Positive
—
68.37%
Median Rolling Year
—
26.92%
5-Year Rolling Windows Positive
—
74.51%
Market-Cap Mix
L 61% · M 15% · S 23%
L 13% · M 14% · S 73%
Number of Stocks
25
18
Portfolio P/E
34.53
18.68
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%
Equitas Small Finance Bank Ltd · 12.67%
GHCL Textiles Ltd · 11.57%
Polyplex Corporation Ltd · 9.20%
Kotak Mahindra Bank Ltd · 8.35%
CCL Products (India) Ltd · 7.75%
Top Sectors
Capital Goods · 39.55%
Construction · 13.39%
Financial Services · 11.23%
Financial Services · 26.11%
Capital Goods · 18.60%
Healthcare · 11.81%
Fixed Fee
2.50% / yr
—
Performance Fee / Plan
Fixed Plan
15% of profit
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%