Portfolio Management Services (PMS)Compare Schemes
ASK Lighthouse vs Samvitti-PMS Long Term Growth
Add SchemeGrowth of ₹1 Crore
ASK Lighthouse
Samvitti-PMS Long Term Growth
Return for the risk
3 yrs return
15%
20%
25%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−0.73%
7.49%
6 Months
−1.97%
27.88%
1 Year
−3.39%
29.03%
3 Years
—
18.18%
5 Years
—
15.45%
Since Inception
6.01%
16.74%
Fund Age
2 yrs 4 mo
10 yrs 9 mo
AUM
₹467 Cr
₹245.99 Cr
Alpha – 1 Year
−6.37%
24.31%
Alpha – 3 Years
—
6.09%
Information Ratio – 3 Years
—
0.49
Volatility – 1 Year
20.24%
21.97%
Volatility – 3 Years
—
17.89%
Beta – 1 Year
1.10
1.05
Beta – 3 Years
—
0.93
Sharpe Ratio – 1 Year
-0.34
1.03
Sharpe Ratio – 3 Years
—
0.70
Worst Rolling Year
—
1.53%
Value at Worst Rolling Year
—
₹1.02 Cr
Deepest Drawdown
−14.02%
−20.27%
Recovery Period
Not yet recovered
205 days
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
15.98%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 61% · M 15% · S 23%
L 36% · M 27% · S 36%
Number of Stocks
25
44
Portfolio P/E
34.53
69.76
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%
TD Power Systems Ltd · 5.53%
Hitachi Energy India Ltd · 5.39%
Laurus Labs Ltd · 5.19%
Ather Energy Ltd · 4.39%
Solar Industries India Ltd · 3.94%
Top Sectors
Capital Goods · 39.55%
Construction · 13.39%
Financial Services · 11.23%
Capital Goods · 26.41%
Automobile and Auto Components · 16.60%
Healthcare · 16.09%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%