Portfolio Management Services (PMS)Compare Schemes
ASK Lighthouse vs Omni Dynamic Allocator
Add SchemeGrowth of ₹1 Crore
ASK Lighthouse
Omni Dynamic Allocator
Return for the risk
1 yr return
-10%
-5%
0%
5%
10%
Nifty 500 · 3%
10%
20%
30%
Volatility • 1 yr deviation
1 Month
−0.73%
−1.08%
6 Months
−1.97%
1.57%
1 Year
−3.39%
—
3 Years
—
—
5 Years
—
—
Since Inception
6.01%
−0.82%
Fund Age
2 yrs 4 mo
8 mo
AUM
₹467 Cr
₹0.53 Cr
Alpha – 1 Year
−6.37%
—
Alpha – 3 Years
—
—
Information Ratio – 3 Years
—
—
Volatility – 1 Year
20.24%
—
Volatility – 3 Years
—
—
Beta – 1 Year
1.10
—
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
-0.34
—
Sharpe Ratio – 3 Years
—
—
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
−14.02%
—
Recovery Period
Not yet recovered
—
1-Year Rolling Windows Positive
—
—
Median Rolling Year
—
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 61% · M 15% · S 23%
L 28% · M 13% · S 34%
Number of Stocks
25
39
Portfolio P/E
34.53
11.34
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%
Nippon India ETF Nifty 8-13 yr G-Sec Long Term Gilt · 8.33%
LIC MF Nifty 8-13 yr G-Sec ETF · 8.33%
BHARAT Bond ETF - April 2033 · 8.33%
Jindal Stainless Ltd · 2.59%
Bank of Baroda · 2.59%
Top Sectors
Capital Goods · 39.55%
Construction · 13.39%
Financial Services · 11.23%
Financial Services · 43.41%
Government · 14.26%
Construction · 12.93%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
3% / 2% / 1%