Portfolio Management Services (PMS)Compare Schemes
ASK Lighthouse vs Quest Investment Managers – Flagship
Add SchemeGrowth of ₹1 Crore
ASK Lighthouse
Quest Investment Managers – Flagship
Return for the risk
3 yrs return
5%
10%
15%
20%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−0.73%
6.42%
6 Months
−1.97%
15.63%
1 Year
−3.39%
0.27%
3 Years
—
12.69%
5 Years
—
8.81%
Since Inception
6.01%
15.48%
Fund Age
2 yrs 4 mo
18 yrs 10 mo
AUM
₹467 Cr
₹406.27 Cr
Alpha – 1 Year
−6.37%
−4.45%
Alpha – 3 Years
—
0.61%
Information Ratio – 3 Years
—
0.21
Volatility – 1 Year
20.24%
22.89%
Volatility – 3 Years
—
19.09%
Beta – 1 Year
1.10
1.13
Beta – 3 Years
—
1.05
Sharpe Ratio – 1 Year
-0.34
-0.11
Sharpe Ratio – 3 Years
—
0.45
Worst Rolling Year
—
-10.83%
Value at Worst Rolling Year
—
₹0.89 Cr
Deepest Drawdown
−14.02%
−31.17%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
91.19%
Median Rolling Year
—
17.32%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 61% · M 15% · S 23%
L 28% · M 26% · S 45%
Number of Stocks
25
29
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%
Eternal Ltd · 7.83%
Piramal Pharma Ltd · 7.40%
Viyash Scientific Ltd · 6.22%
Coforge Ltd · 6.21%
Samhi Hotels Ltd · 4.95%
Top Sectors
Capital Goods · 39.55%
Construction · 13.39%
Financial Services · 11.23%
Consumer Services · 22.99%
Financial Services · 16.79%
Healthcare · 16.78%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
1% / 0% / 0%