Portfolio Management Services (PMS)Compare Schemes
ASK Lighthouse vs SageOne - Core Portfolio
Add SchemeGrowth of ₹1 Crore
ASK Lighthouse
SageOne - Core Portfolio
Return for the risk
3 yrs return
20%
25%
30%
35%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−0.73%
11.42%
6 Months
−1.97%
35.03%
1 Year
−3.39%
37.21%
3 Years
—
27.05%
5 Years
—
21.76%
Since Inception
6.01%
19.33%
Fund Age
2 yrs 4 mo
6 yrs 10 mo
AUM
₹467 Cr
₹2,975 Cr
Alpha – 1 Year
−6.37%
23.77%
Alpha – 3 Years
—
6.78%
Information Ratio – 3 Years
—
5.24
Volatility – 1 Year
20.24%
18.59%
Volatility – 3 Years
—
19.39%
Beta – 1 Year
1.10
1.23
Beta – 3 Years
—
1.12
Sharpe Ratio – 1 Year
-0.34
1.44
Sharpe Ratio – 3 Years
—
0.98
Worst Rolling Year
—
-6.18%
Value at Worst Rolling Year
—
₹0.94 Cr
Deepest Drawdown
−14.02%
—
Recovery Period
Not yet recovered
—
1-Year Rolling Windows Positive
—
92.59%
Median Rolling Year
—
23.96%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 61% · M 15% · S 23%
—
Number of Stocks
25
14
Portfolio P/E
34.53
25.70
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%
—
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
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
3% / 2% / 1%