Portfolio Management Services (PMS)Compare Schemes
ASK Lighthouse vs Purnartha One Strategy
Add SchemeGrowth of ₹1 Crore
ASK Lighthouse
Purnartha One 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%
−1.07%
6 Months
−1.97%
4.90%
1 Year
−3.39%
8.20%
3 Years
—
—
5 Years
—
—
Since Inception
6.01%
8.35%
Fund Age
2 yrs 4 mo
2 yrs 11 mo
AUM
₹467 Cr
₹5.79 Cr
Alpha – 1 Year
−6.37%
1.34%
Alpha – 3 Years
—
—
Information Ratio – 3 Years
—
—
Volatility – 1 Year
20.24%
14.87%
Volatility – 3 Years
—
11.97%
Beta – 1 Year
1.10
1.50
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
-0.34
0.25
Sharpe Ratio – 3 Years
—
0.34
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
−14.02%
−10.35%
Recovery Period
Not yet recovered
92 days
1-Year Rolling Windows Positive
—
—
Median Rolling Year
—
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 61% · M 15% · S 23%
L 23% · M 8% · S 15%
Number of Stocks
25
—
Portfolio P/E
34.53
20.01
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%
Max Healthcare Institute Ltd · 0.00%
Titagarh Rail Systems Ltd · 0.00%
Lloyds Metals & Energy Ltd · 0.00%
Titagarh Rail Systems Ltd · 0.00%
Coforge Ltd · 0.00%
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
20% of profit, above 25%
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
3% / 2% / 1%