Portfolio Management Services (PMS)Compare Schemes
ASK Lighthouse vs QED Capital - Core Equity
Add SchemeGrowth of ₹1 Crore
ASK Lighthouse
QED Capital - Core Equity
Return for the risk
1 yr return
-10%
-5%
0%
5%
10%
Nifty 500 · 3%
0%
10%
20%
30%
Volatility • 1 yr deviation
1 Month
−0.73%
2.59%
6 Months
−1.97%
−7.48%
1 Year
−3.39%
2.63%
3 Years
—
—
5 Years
—
—
Since Inception
6.01%
2.29%
Fund Age
2 yrs 4 mo
16 mo
AUM
₹467 Cr
₹10.89 Cr
Alpha – 1 Year
−6.37%
−2.09%
Alpha – 3 Years
—
—
Information Ratio – 3 Years
—
—
Volatility – 1 Year
20.24%
13.82%
Volatility – 3 Years
—
—
Beta – 1 Year
1.10
0.65
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
-0.34
-0.12
Sharpe Ratio – 3 Years
—
—
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
−14.02%
−13.29%
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 47% · M 38%
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%
Motilal Oswal Nifty Midcap150 Momentum 50 ETF · 4.69%
Zerodha Nifty 1D Rate Liquid ETF · 3.67%
Mahindra & Mahindra Financial Services Ltd · 3.59%
Federal Bank Ltd · 3.57%
Eicher Motors Ltd · 3.33%
Top Sectors
Capital Goods · 39.55%
Construction · 13.39%
Financial Services · 11.23%
Financial Services · 27.53%
Metals & Mining · 15.36%
Others · 13.81%
Fixed Fee
2.50% / yr
1.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
3% / 2% / 1%