Portfolio Management Services (PMS)Compare Schemes
ASK Lighthouse vs ORO - All Weather Portfolio
Add SchemeGrowth of ₹1 Crore
ASK Lighthouse
ORO - All Weather Portfolio
Return for the risk
3 yrs return
10%
15%
20%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−0.73%
−0.19%
6 Months
−1.97%
−0.42%
1 Year
−3.39%
−4.58%
3 Years
—
16.32%
5 Years
—
13.17%
Since Inception
6.01%
13.94%
Fund Age
2 yrs 4 mo
6 yrs 6 mo
AUM
₹467 Cr
₹13.16 Cr
Alpha – 1 Year
−6.37%
−7.56%
Alpha – 3 Years
—
4.42%
Information Ratio – 3 Years
—
0.49
Volatility – 1 Year
20.24%
16.90%
Volatility – 3 Years
—
17.54%
Beta – 1 Year
1.10
0.86
Beta – 3 Years
—
0.99
Sharpe Ratio – 1 Year
-0.34
-0.52
Sharpe Ratio – 3 Years
—
0.69
Worst Rolling Year
—
3.91%
Value at Worst Rolling Year
—
₹1.04 Cr
Deepest Drawdown
−14.02%
−19.46%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
21.20%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 61% · M 15% · S 23%
L 66% · M 23%
Number of Stocks
25
20
Portfolio P/E
34.53
20.74
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%
State Bank of India · 6.08%
Hindalco Industries Ltd · 6.07%
Indian Bank · 5.89%
Bank of Baroda · 5.69%
Torrent Pharmaceuticals Ltd · 5.53%
Top Sectors
Capital Goods · 39.55%
Construction · 13.39%
Financial Services · 11.23%
Financial Services · 30.25%
Automobile and Auto Components · 14.27%
Capital Goods · 13.88%
Fixed Fee
2.50% / yr
1.00% / yr
Performance Fee / Plan
Fixed Plan
15% of profit, above 10%
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%