Portfolio Management Services (PMS)Compare Schemes
ASK Lighthouse vs Nine Rivers Capital - Aurum Small Cap Opportunities
Add SchemeGrowth of ₹1 Crore
ASK Lighthouse
Nine Rivers Capital - Aurum Small Cap Opportunities
Return for the risk
3 yrs return
0%
5%
10%
15%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−0.73%
−0.59%
6 Months
−1.97%
18.29%
1 Year
−3.39%
5.81%
3 Years
—
7.48%
5 Years
—
14.52%
Since Inception
6.01%
24.60%
Fund Age
2 yrs 4 mo
13 yrs 8 mo
AUM
₹467 Cr
₹708.2 Cr
Alpha – 1 Year
−6.37%
1.09%
Alpha – 3 Years
—
−4.61%
Information Ratio – 3 Years
—
-0.16
Volatility – 1 Year
20.24%
29.19%
Volatility – 3 Years
—
22.60%
Beta – 1 Year
1.10
1.53
Beta – 3 Years
—
1.17
Sharpe Ratio – 1 Year
-0.34
0.14
Sharpe Ratio – 3 Years
—
0.29
Worst Rolling Year
—
-18.85%
Value at Worst Rolling Year
—
₹0.81 Cr
Deepest Drawdown
−14.02%
−30.22%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
85.17%
Median Rolling Year
—
23.06%
5-Year Rolling Windows Positive
—
96.19%
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%
Astra Microwave Products Ltd
S J S Enterprises Ltd
CCL Products (India) Ltd
Intellect Design Arena Ltd
Jash Engineering Limited
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%
3% / 2% / 1%