Portfolio Management Services (PMS)Compare Schemes
ASK Lighthouse vs Right Horizons - Alphabots Midcap 29
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ASK Lighthouse
Right Horizons - Alphabots Midcap 29
Return for the risk
3 yrs return
10%
15%
20%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−0.73%
3.12%
6 Months
−1.97%
8.08%
1 Year
−3.39%
10.16%
3 Years
—
15.60%
5 Years
—
—
Since Inception
6.01%
19.84%
Fund Age
2 yrs 4 mo
6 yrs 11 mo
AUM
₹467 Cr
₹3.18 Cr
Alpha – 1 Year
−6.37%
7.18%
Alpha – 3 Years
—
3.72%
Information Ratio – 3 Years
—
0.60
Volatility – 1 Year
20.24%
19.93%
Volatility – 3 Years
—
18.09%
Beta – 1 Year
1.10
1.12
Beta – 3 Years
—
1.14
Sharpe Ratio – 1 Year
-0.34
0.31
Sharpe Ratio – 3 Years
—
0.60
Worst Rolling Year
—
14.68%
Value at Worst Rolling Year
—
₹1.15 Cr
Deepest Drawdown
−14.02%
−19.38%
Recovery Period
Not yet recovered
493 days
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
16.30%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 61% · M 15% · S 23%
L 31% · M 55% · S 12%
Number of Stocks
25
29
Portfolio P/E
34.53
38.53
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%
Shriram Finance Ltd · 8.48%
Indian Hotels Co Ltd · 6.75%
Bharat Electronics Ltd · 6.54%
Laurus Labs Ltd · 6.00%
Federal Bank Ltd · 5.23%
Top Sectors
Capital Goods · 39.55%
Construction · 13.39%
Financial Services · 11.23%
Financial Services · 28.26%
Healthcare · 13.31%
Consumer Services · 11.45%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
2% / 1% / –