Portfolio Management Services (PMS)Compare Schemes
ASK Lighthouse vs Pace - Secure
Add SchemeGrowth of ₹1 Crore
ASK Lighthouse
Pace - Secure
Return for the risk
3 yrs return
5%
10%
15%
0%
10%
Volatility • 3 yrs deviation
1 Month
−0.73%
−0.11%
6 Months
−1.97%
2.89%
1 Year
−3.39%
7.86%
3 Years
—
10.62%
5 Years
—
10.19%
Since Inception
6.01%
9.46%
Fund Age
2 yrs 4 mo
5 yrs 7 mo
AUM
₹467 Cr
₹158.06 Cr
Alpha – 1 Year
−6.37%
−1.70%
Alpha – 3 Years
—
0.86%
Information Ratio – 3 Years
—
0.37
Volatility – 1 Year
20.24%
1.80%
Volatility – 3 Years
—
3.43%
Beta – 1 Year
1.10
0.81
Beta – 3 Years
—
0.63
Sharpe Ratio – 1 Year
-0.34
1.30
Sharpe Ratio – 3 Years
—
1.53
Worst Rolling Year
—
8.14%
Value at Worst Rolling Year
—
₹1.08 Cr
Deepest Drawdown
−14.02%
—
Recovery Period
Not yet recovered
—
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
11.61%
5-Year Rolling Windows Positive
—
100.00%
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%
—
Top Sectors
Capital Goods · 39.55%
Construction · 13.39%
Financial Services · 11.23%
—
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
2% / 0% / 0%