Portfolio Management Services (PMS)Compare Schemes
ASK Lighthouse vs Right Horizons - Perennial
Add SchemeGrowth of ₹1 Crore
ASK Lighthouse
Right Horizons - Perennial
Return for the risk
3 yrs return
5%
10%
15%
20%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−0.73%
−0.19%
6 Months
−1.97%
11.46%
1 Year
−3.39%
8.21%
3 Years
—
12.09%
5 Years
—
11.81%
Since Inception
6.01%
13.34%
Fund Age
2 yrs 4 mo
5 yrs 3 mo
AUM
₹467 Cr
₹34.29 Cr
Alpha – 1 Year
−6.37%
5.23%
Alpha – 3 Years
—
0.21%
Information Ratio – 3 Years
—
0.17
Volatility – 1 Year
20.24%
24.84%
Volatility – 3 Years
—
21.42%
Beta – 1 Year
1.10
1.25
Beta – 3 Years
—
1.08
Sharpe Ratio – 1 Year
-0.34
0.21
Sharpe Ratio – 3 Years
—
0.49
Worst Rolling Year
—
7.11%
Value at Worst Rolling Year
—
₹1.07 Cr
Deepest Drawdown
−14.02%
−34.77%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
18.26%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 61% · M 15% · S 23%
L 5% · M 7% · S 69%
Number of Stocks
25
37
Portfolio P/E
34.53
52.15
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%
Aditya Vision Ltd · 6.27%
Motilal Oswal NASDAQ-100 ETF · 6.09%
Macfos Ltd · 5.40%
Thangamayil Jewellery Ltd · 4.92%
Cash & Cash Equivalent · 4.80%
Top Sectors
Capital Goods · 39.55%
Construction · 13.39%
Financial Services · 11.23%
Consumer Services · 22.57%
Consumer Durables · 19.32%
Financial Services · 14.90%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
2.5% / 0% / 0%