Portfolio Management Services (PMS)Compare Schemes
ASK Lighthouse vs Shriram Future GEMS
Add SchemeGrowth of ₹1 Crore
ASK Lighthouse
Shriram Future GEMS
Return for the risk
1 yr return
-10%
-5%
0%
5%
10%
15%
20%
25%
30%
Nifty 500 · 3%
10%
20%
30%
Volatility • 1 yr deviation
1 Month
−0.73%
2.93%
6 Months
−1.97%
1.59%
1 Year
−3.39%
25.48%
3 Years
—
—
5 Years
—
—
Since Inception
6.01%
30.29%
Fund Age
2 yrs 4 mo
18 mo
AUM
₹467 Cr
₹0.8 Cr
Alpha – 1 Year
−6.37%
25.83%
Alpha – 3 Years
—
—
Information Ratio – 3 Years
—
—
Volatility – 1 Year
20.24%
16.88%
Volatility – 3 Years
—
—
Beta – 1 Year
1.10
0.86
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
-0.34
1.13
Sharpe Ratio – 3 Years
—
—
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
−14.02%
−15.67%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
—
Median Rolling Year
—
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 61% · M 15% · S 23%
—
Number of Stocks
25
—
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%
Bank of Maharashtra · 6.58%
CSB Bank Ltd · 6.35%
ASK Automotive Ltd · 5.98%
State Bank of India · 5.81%
Samvardhana Motherson International Ltd · 5.69%
Top Sectors
Capital Goods · 39.55%
Construction · 13.39%
Financial Services · 11.23%
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Fixed Fee
2.50% / yr
—
Performance Fee / Plan
Fixed Plan
—
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
—