Portfolio Management Services (PMS)Compare Schemes
ASK Lighthouse vs Prosperity - Discovery Fund
Add SchemeGrowth of ₹1 Crore
ASK Lighthouse
Prosperity - Discovery Fund
Return for the risk
3 yrs return
5%
10%
15%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−0.73%
4.17%
6 Months
−1.97%
20.15%
1 Year
−3.39%
7.22%
3 Years
—
9.88%
5 Years
—
10.18%
Since Inception
6.01%
17.47%
Fund Age
2 yrs 4 mo
5 yrs 8 mo
AUM
₹467 Cr
₹112.12 Cr
Alpha – 1 Year
−6.37%
2.50%
Alpha – 3 Years
—
−2.21%
Information Ratio – 3 Years
—
-0.17
Volatility – 1 Year
20.24%
30.34%
Volatility – 3 Years
—
23.32%
Beta – 1 Year
1.10
1.54
Beta – 3 Years
—
1.29
Sharpe Ratio – 1 Year
-0.34
0.19
Sharpe Ratio – 3 Years
—
0.29
Worst Rolling Year
—
8.52%
Value at Worst Rolling Year
—
₹1.09 Cr
Deepest Drawdown
−14.02%
−32.53%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
18.20%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 61% · M 15% · S 23%
M 39% · S 59%
Number of Stocks
25
28
Portfolio P/E
34.53
38.78
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
1.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
2% / 1% / 0%