Portfolio Management Services (PMS)Compare Schemes
ASK Lighthouse vs Prabhudas-Aqua Strategy
Add SchemeGrowth of ₹1 Crore
ASK Lighthouse
Prabhudas-Aqua Strategy
Return for the risk
1 yr return
-10%
-5%
0%
5%
10%
15%
Nifty 500 · 3%
0%
10%
20%
30%
Volatility • 1 yr deviation
1 Month
−0.73%
−0.63%
6 Months
−1.97%
8.65%
1 Year
−3.39%
10.66%
3 Years
—
—
5 Years
—
—
Since Inception
6.01%
22.10%
Fund Age
2 yrs 4 mo
2 yrs 7 mo
AUM
₹467 Cr
₹374.18 Cr
Alpha – 1 Year
−6.37%
2.92%
Alpha – 3 Years
—
—
Information Ratio – 3 Years
—
—
Volatility – 1 Year
20.24%
10.32%
Volatility – 3 Years
—
—
Beta – 1 Year
1.10
0.27
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
-0.34
0.50
Sharpe Ratio – 3 Years
—
—
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
−14.02%
−8.56%
Recovery Period
Not yet recovered
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 49% · M 41% · S 9%
Number of Stocks
25
37
Portfolio P/E
34.53
19.24
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%
National Aluminium Company Ltd · 4.36%
Vedanta Ltd · 3.83%
BSE Ltd · 3.78%
Oil & Natural Gas Corpn Ltd · 3.58%
Hindalco Industries Ltd · 3.52%
Top Sectors
Capital Goods · 39.55%
Construction · 13.39%
Financial Services · 11.23%
Financial Services · 22.51%
Metals & Mining · 21.08%
Oil, Gas & Consumable Fuels · 8.89%
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%