Portfolio Management Services (PMS)Compare Schemes
ASK Lighthouse vs Sanctum Wealth - Indian Olympians
Add SchemeGrowth of ₹1 Crore
ASK Lighthouse
Sanctum Wealth - Indian Olympians
Return for the risk
3 yrs return
5%
10%
15%
0%
10%
20%
Volatility • 3 yrs deviation
1 Month
−0.73%
1.47%
6 Months
−1.97%
5.42%
1 Year
−3.39%
9.64%
3 Years
—
10.36%
5 Years
—
7.75%
Since Inception
6.01%
11.08%
Fund Age
2 yrs 4 mo
9 yrs 11 mo
AUM
₹467 Cr
₹66.05 Cr
Alpha – 1 Year
−6.37%
9.99%
Alpha – 3 Years
—
1.36%
Information Ratio – 3 Years
—
0.51
Volatility – 1 Year
20.24%
17.05%
Volatility – 3 Years
—
14.23%
Beta – 1 Year
1.10
1.05
Beta – 3 Years
—
1.00
Sharpe Ratio – 1 Year
-0.34
0.31
Sharpe Ratio – 3 Years
—
0.40
Worst Rolling Year
—
0.57%
Value at Worst Rolling Year
—
₹1.01 Cr
Deepest Drawdown
−14.02%
−17.08%
Recovery Period
Not yet recovered
233 days
1-Year Rolling Windows Positive
—
99.96%
Median Rolling Year
—
11.79%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 61% · M 15% · S 23%
L 84% · M 12%
Number of Stocks
25
23
Portfolio P/E
34.53
—
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%
ICICI Bank Ltd · 8.67%
Reliance Industries Ltd · 7.12%
HDFC Bank Ltd · 5.46%
Bajaj Finance Ltd · 5.30%
Bharti Airtel Ltd · 5.01%
Top Sectors
Capital Goods · 39.55%
Construction · 13.39%
Financial Services · 11.23%
—
Fixed Fee
2.50% / yr
—
Performance Fee / Plan
Fixed Plan
—
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
—